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JVMSX vs PCMVX
JVMSX vs PCMVX Comparison
Open Charts JVMSX vs PCMVX
JHancock Disciplined Value Mid Cap R2
Price$29.34
Change-$0.39 (-1.31%)
VolumeN/A
Net Assets24.25B
Principal MidCap Value I A
Price$16.11
Change-$0.19 (-1.17%)
VolumeN/A
Net Assets2.32B
JVMSX vs PCMVX Comparison Chart in %
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JVMSX vs. PCMVX commentary
Nov 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 Hold and PCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. PCMVX (2.32B). PCMVX pays higher dividends than JVMSX: PCMVX (1.05) vs JVMSX (0.41). 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 : -5.86 vs. PCMVX (-14.08). JVMSX return over 5 years is better than : 36.31 vs. PCMVX (18.92).
| 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 | 10.891 | 5.161 | 211% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 2.32B | 1,044% |
| Annual Yield % from dividends | 0.41 | 1.05 | 39% |
| Returns for 1 year | -5.86 | -14.08 | 42% |
| Returns for 3 years | 14.37 | -0.38 | -3,783% |
| Returns for 5 years | 36.31 | 18.92 | 192% |
| Returns for 10 years | 50.42 | N/A | - |
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