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JVMSX vs PMPRX
JVMSX vs PMPRX Comparison
Open Charts JVMSX vs PMPRX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
Principal MidCap Value I R3
Price$15.05
Change-$0.17 (-1.12%)
VolumeN/A
Net Assets2.43B
JVMSX vs PMPRX Comparison Chart
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JVMSX vs. PMPRX commentary
Jun 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 StrongBuy and PMPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.7B vs. PMPRX (2.43B). PMPRX pays higher dividends than JVMSX: PMPRX (1.03) vs JVMSX (0.43). JVMSX was incepted earlier than PMPRX: JVMSX (13 years) vs PMPRX (21 years). JVMSX (1.26) and PMPRX (1.21) have similar cost to investors . PMPRX is a more actively managed with annual turnover of: 55.30 vs. JVMSX (47.00). JVMSX (0) and PMPRX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -3.29 vs. PMPRX (-9.88). JVMSX return over 5 years is better than : 50.13 vs. PMPRX (31.16).
| JVMSX | PMPRX | JVMSX / PMPRX | |
| Total Expense Ratio | 1.25 | 1.19 | 105% |
| Annual Report Gross Expense Ratio | 1.26 | 1.21 | 104% |
| Fund Existence | 13 years | 21 years | - |
| Gain YTD | 2.313 | -0.922 | -251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 2.43B | 892% |
| Annual Yield % from dividends | 0.43 | 1.03 | 42% |
| Returns for 1 year | -3.29 | -9.88 | 33% |
| Returns for 3 years | 15.80 | 0.48 | 3,293% |
| Returns for 5 years | 50.13 | 31.16 | 161% |
| Returns for 10 years | 33.43 | 6.55 | 510% |
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