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JVMSX vs PCMVX
JVMSX vs PCMVX Comparison
Open Charts JVMSX vs PCMVX
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
Principal MidCap Value I A
Price$16.31
Change+$0.15 (+0.93%)
VolumeN/A
Net Assets2.36B
JVMSX vs PCMVX Comparison Chart in %
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JVMSX vs. PCMVX commentary
Sep 08, 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: 24.3B vs. PCMVX (2.36B). PCMVX pays higher dividends than JVMSX: PCMVX (1.03) vs JVMSX (0.40). JVMSX was incepted earlier than PCMVX: JVMSX (14 years) vs PCMVX (6 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 : 2.46 vs. PCMVX (-8.43). JVMSX return over 5 years is better than : 52.77 vs. PCMVX (31.03).
| 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 | 6 years | - |
| Gain YTD | 11.712 | 5.484 | 214% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 2.36B | 1,031% |
| Annual Yield % from dividends | 0.40 | 1.03 | 39% |
| Returns for 1 year | 2.46 | -8.43 | -29% |
| Returns for 3 years | 23.90 | 5.28 | 453% |
| Returns for 5 years | 52.77 | 31.03 | 170% |
| Returns for 10 years | 54.59 | N/A | - |
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