JVMSX
Price
$29.24
Change
+$0.18 (+0.62%)
Updated
Jul 25 closing price
Net Assets
23.06B
PCMSX
Price
$16.29
Change
+$0.06 (+0.37%)
Updated
Jul 25 closing price
Net Assets
2.35B
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JVMSX vs PCMSX

Header iconJVMSX vs PCMSX Comparison
Open Charts JVMSX vs PCMSXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
Principal MidCap Value I R6
Price$16.29
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets2.35B
JVMSX vs PCMSX Comparison Chart in %
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JVMSX vs. PCMSX commentary
Jul 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 JVMSX is a StrongBuy and PCMSX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. PCMSX (2.35B). PCMSX pays higher dividends than JVMSX: PCMSX (1.38) vs JVMSX (0.42). 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 : 0.75 vs. PCMSX (-6.92). JVMSX return over 5 years is better than : 55.91 vs. PCMSX (37.00).
JVMSXPCMSXJVMSX / PCMSX
Total Expense Ratio1.250.63198%
Annual Report Gross Expense Ratio1.260.65194%
Fund Existence13 years6 years-
Gain YTD9.0644.557199%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B2.35B984%
Annual Yield % from dividends0.421.3830%
Returns for 1 year0.75-6.92-11%
Returns for 3 years20.425.09401%
Returns for 5 years55.9137.00151%
Returns for 10 years46.42N/A-
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