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JVMSX vs PCMVX
JVMSX vs PCMVX Comparison
Open Charts JVMSX vs PCMVX
JHancock Disciplined Value Mid Cap R2
Price$28.62
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets24.68B
Principal MidCap Value I A
Price$16.10
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets2.35B
JVMSX vs PCMVX Comparison Chart in %
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JVMSX vs. PCMVX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. PCMVX (2.35B). PCMVX pays higher dividends than JVMSX: PCMVX (0.74) vs JVMSX (0.38). 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 : 5.70 vs. PCMVX (3.55). JVMSX return over 5 years is better than : 19.98 vs. PCMVX (7.60).
| 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 | 4.797 | 5.023 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 2.35B | 1,051% |
| Annual Yield % from dividends | 0.38 | 0.74 | 52% |
| Returns for 1 year | 5.70 | 3.55 | 160% |
| Returns for 3 years | 13.28 | 2.73 | 486% |
| Returns for 5 years | 19.98 | 7.60 | 263% |
| Returns for 10 years | 69.79 | N/A | - |
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