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JVMSX vs PCMVX
JVMSX vs PCMVX Comparison
Open Charts JVMSX vs PCMVX
JHancock Disciplined Value Mid Cap R2
Price$30.37
Change-$0.21 (-0.69%)
VolumeN/A
Net Assets24.75B
Principal MidCap Value I A
Price$16.55
Change-$0.11 (-0.66%)
VolumeN/A
Net Assets2.34B
JVMSX vs PCMVX Comparison Chart in %
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JVMSX vs. PCMVX commentary
Dec 14, 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 PCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. PCMVX (2.34B). PCMVX pays higher dividends than JVMSX: PCMVX (1.02) vs JVMSX (0.40). JVMSX was incepted earlier than PCMVX: JVMSX (14 years) vs PCMVX (7 years). JVMSX (1.25) is less costly to investors than PCMVX (1.09). PCMVX is a more actively managed with annual turnover of: 55.30 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than PCMVX: JVMSX (0) vs PCMVX (1000). JVMSX annual gain was more profitable for investors over the last year : -2.21 vs. PCMVX (-11.63). JVMSX return over 5 years is better than : 34.25 vs. PCMVX (16.87).
| JVMSX | PCMVX | JVMSX / PCMVX | |
| Total Expense Ratio | 1.24 | 1.07 | 116% |
| Annual Report Gross Expense Ratio | 1.25 | 1.09 | 115% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 14.062 | 7.484 | 188% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 2.34B | 1,056% |
| Annual Yield % from dividends | 0.40 | 1.02 | 39% |
| Returns for 1 year | -2.21 | -11.63 | 19% |
| Returns for 3 years | 18.68 | 1.28 | 1,465% |
| Returns for 5 years | 34.25 | 16.87 | 203% |
| Returns for 10 years | 56.73 | N/A | - |
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