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JVMRX vs PVMIX
JVMRX vs PVMIX Comparison
Open Charts JVMRX vs PVMIX
JHancock Disciplined Value Mid Cap R6
Price$30.12
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
Principal MidCap Value I Inst
Price$16.46
Change+$0.19 (+1.17%)
VolumeN/A
Net Assets2.35B
JVMRX vs PVMIX Comparison Chart in %
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JVMRX vs. PVMIX commentary
Sep 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMRX is a Hold and PVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. PVMIX (2.35B). PVMIX pays higher dividends than JVMRX: PVMIX (1.30) vs JVMRX (0.84). JVMRX was incepted earlier than PVMIX: JVMRX (14 years) vs PVMIX (22 years). JVMRX (0.75) and PVMIX (0.75) have similar cost to investors . PVMIX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (49.00). PVMIX has a lower initial minimum investment than JVMRX: PVMIX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -0.78 vs. PVMIX (-10.72). JVMRX return over 5 years is better than : 62.54 vs. PVMIX (39.12).
| JVMRX | PVMIX | JVMRX / PVMIX | |
| Total Expense Ratio | 0.74 | 0.69 | 107% |
| Annual Report Gross Expense Ratio | 0.75 | 0.75 | 100% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 11.804 | 5.988 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 2.35B | 1,032% |
| Annual Yield % from dividends | 0.84 | 1.30 | 65% |
| Returns for 1 year | -0.78 | -10.72 | 7% |
| Returns for 3 years | 35.31 | 14.98 | 236% |
| Returns for 5 years | 62.54 | 39.12 | 160% |
| Returns for 10 years | 66.11 | 38.47 | 172% |
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