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JVMSX vs PVMIX
JVMSX vs PVMIX Comparison
Open Charts JVMSX vs PVMIX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Principal MidCap Value I Inst
Price$15.42
Change-$0.18 (-1.15%)
VolumeN/A
Net Assets2.41B
JVMSX vs PVMIX Comparison Chart
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JVMSX vs. PVMIX commentary
Jun 16, 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 PVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. PVMIX (2.41B). PVMIX pays higher dividends than JVMSX: PVMIX (1.36) vs JVMSX (0.43). JVMSX was incepted earlier than PVMIX: JVMSX (13 years) vs PVMIX (21 years). JVMSX (1.26) is less costly to investors than PVMIX (0.75). PVMIX is a more actively managed with annual turnover of: 55.30 vs. JVMSX (47.00). JVMSX (0) and PVMIX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -3.29 vs. PVMIX (-9.14). JVMSX return over 5 years is better than : 50.13 vs. PVMIX (34.75).
| JVMSX | PVMIX | JVMSX / PVMIX | |
| Total Expense Ratio | 1.25 | 0.69 | 181% |
| Annual Report Gross Expense Ratio | 1.26 | 0.75 | 168% |
| Fund Existence | 13 years | 21 years | - |
| Gain YTD | 2.313 | -0.708 | -326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 2.41B | 894% |
| Annual Yield % from dividends | 0.43 | 1.36 | 32% |
| Returns for 1 year | -3.29 | -9.14 | 36% |
| Returns for 3 years | 15.80 | 2.04 | 775% |
| Returns for 5 years | 50.13 | 34.75 | 144% |
| Returns for 10 years | 33.43 | 12.87 | 260% |
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