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JVMSX vs PMPRX
JVMSX vs PMPRX Comparison
Open Charts JVMSX vs PMPRX
JHancock Disciplined Value Mid Cap R2
Price$27.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
Principal MidCap Value I R3
Price$15.21
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.31B
JVMSX vs PMPRX Comparison Chart in %
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JVMSX vs. PMPRX commentary
Dec 26, 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 PMPRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. PMPRX (2.31B). PMPRX pays higher dividends than JVMSX: PMPRX (0.97) vs JVMSX (0.40). JVMSX was incepted earlier than PMPRX: JVMSX (14 years) vs PMPRX (22 years). JVMSX (1.25) and PMPRX (1.21) have similar cost to investors . PMPRX is a more actively managed with annual turnover of: 55.30 vs. JVMSX (49.00). JVMSX (0) and PMPRX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.33 vs. PMPRX (-1.11). JVMSX return over 5 years is better than : 22.07 vs. PMPRX (6.44).
| JVMSX | PMPRX | JVMSX / PMPRX | |
| Total Expense Ratio | 1.24 | 1.19 | 104% |
| Annual Report Gross Expense Ratio | 1.25 | 1.21 | 103% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 3.357 | 0.132 | 2,550% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 2.31B | 1,036% |
| Annual Yield % from dividends | 0.40 | 0.97 | 41% |
| Returns for 1 year | 2.33 | -1.11 | -210% |
| Returns for 3 years | 15.34 | 2.22 | 692% |
| Returns for 5 years | 22.07 | 6.44 | 343% |
| Returns for 10 years | 47.11 | 30.55 | 154% |
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