JVMSX
Price
$29.33
Change
+$0.12 (+0.41%)
Updated
Oct 17 closing price
Net Assets
23.85B
PCMVX
Price
$16.09
Change
+$0.03 (+0.19%)
Updated
Oct 17 closing price
Net Assets
2.3B
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JVMSX vs PCMVX

Header iconJVMSX vs PCMVX Comparison
Open Charts JVMSX vs PCMVXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.85B
Principal MidCap Value I A
Price$16.09
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets2.3B
JVMSX vs PCMVX Comparison Chart in %
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JVMSX vs. PCMVX commentary
Oct 21, 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.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. PCMVX (2.3B). PCMVX pays higher dividends than JVMSX: PCMVX (1.03) 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 : -5.30 vs. PCMVX (-14.06). JVMSX return over 5 years is better than : 45.42 vs. PCMVX (25.29).
JVMSXPCMVXJVMSX / PCMVX
Total Expense Ratio1.241.07116%
Annual Report Gross Expense Ratio1.251.09115%
Fund Existence14 years7 years-
Gain YTD9.3993.806247%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.9B2.3B1,040%
Annual Yield % from dividends0.401.0339%
Returns for 1 year-5.30-14.0638%
Returns for 3 years24.286.28387%
Returns for 5 years45.4225.29180%
Returns for 10 years47.59N/A-
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