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JVMSX vs PCMSX
JVMSX vs PCMSX Comparison
Open Charts JVMSX vs PCMSX
JHancock Disciplined Value Mid Cap R2
Price$29.29
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.55B
Principal MidCap Value I R6
Price$16.11
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.31B
JVMSX vs PCMSX Comparison Chart in %
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JVMSX vs. PCMSX commentary
Aug 20, 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 JVMSX is a Buy and PCMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.5B vs. PCMSX (2.31B). PCMSX pays higher dividends than JVMSX: PCMSX (1.37) vs JVMSX (0.41). JVMSX was incepted earlier than PCMSX: JVMSX (13 years) vs PCMSX (6 years). JVMSX (1.26) is less costly to investors than PCMSX (0.65). PCMSX is a more actively managed with annual turnover of: 55.30 vs. JVMSX (49.00). JVMSX (0) and PCMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -0.04 vs. PCMSX (-9.43). JVMSX return over 5 years is better than : 49.77 vs. PCMSX (31.93).
| JVMSX | PCMSX | JVMSX / PCMSX | |
| Total Expense Ratio | 1.25 | 0.63 | 198% |
| Annual Report Gross Expense Ratio | 1.26 | 0.65 | 194% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 8.579 | 3.402 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 2.31B | 1,016% |
| Annual Yield % from dividends | 0.41 | 1.37 | 30% |
| Returns for 1 year | -0.04 | -9.43 | 0% |
| Returns for 3 years | 12.54 | -2.37 | -530% |
| Returns for 5 years | 49.77 | 31.93 | 156% |
| Returns for 10 years | 49.42 | N/A | - |
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