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JVMSX vs PCMVX
JVMSX vs PCMVX Comparison
Open Charts JVMSX vs PCMVX
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
Principal MidCap Value I A
Price$16.17
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets2.35B
JVMSX vs PCMVX Comparison Chart in %
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JVMSX vs. PCMVX 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 PCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. PCMVX (2.35B). PCMVX pays higher dividends than JVMSX: PCMVX (1.06) vs JVMSX (0.42). JVMSX was incepted earlier than PCMVX: JVMSX (13 years) vs PCMVX (6 years). JVMSX (1.26) 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 : 0.75 vs. PCMVX (-7.38). JVMSX return over 5 years is better than : 55.91 vs. PCMVX (34.14).
| JVMSX | PCMVX | JVMSX / PCMVX | |
| Total Expense Ratio | 1.25 | 1.07 | 117% |
| Annual Report Gross Expense Ratio | 1.26 | 1.09 | 116% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 9.064 | 4.323 | 210% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 2.35B | 984% |
| Annual Yield % from dividends | 0.42 | 1.06 | 39% |
| Returns for 1 year | 0.75 | -7.38 | -10% |
| Returns for 3 years | 20.42 | 3.92 | 521% |
| Returns for 5 years | 55.91 | 34.14 | 164% |
| Returns for 10 years | 46.42 | N/A | - |
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