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JVMSX vs PVMIX
JVMSX vs PVMIX Comparison
Open Charts JVMSX vs PVMIX
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
Principal MidCap Value I Inst
Price$16.43
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.36B
JVMSX vs PVMIX Comparison Chart in %
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JVMSX vs. PVMIX commentary
Sep 09, 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 Buy and PVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. PVMIX (2.36B). PVMIX pays higher dividends than JVMSX: PVMIX (1.30) vs JVMSX (0.40). JVMSX was incepted earlier than PVMIX: JVMSX (14 years) vs PVMIX (22 years). JVMSX (1.25) is less costly to investors than PVMIX (0.75). PVMIX is a more actively managed with annual turnover of: 55.30 vs. JVMSX (49.00). JVMSX (0) and PVMIX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.46 vs. PVMIX (-8.04). JVMSX return over 5 years is better than : 52.77 vs. PVMIX (33.33).
| JVMSX | PVMIX | JVMSX / PVMIX | |
| Total Expense Ratio | 1.24 | 0.69 | 180% |
| Annual Report Gross Expense Ratio | 1.25 | 0.75 | 167% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 11.712 | 5.795 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 2.36B | 1,031% |
| Annual Yield % from dividends | 0.40 | 1.30 | 31% |
| Returns for 1 year | 2.46 | -8.04 | -31% |
| Returns for 3 years | 23.90 | 6.26 | 382% |
| Returns for 5 years | 52.77 | 33.33 | 158% |
| Returns for 10 years | 54.59 | 30.82 | 177% |
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