Interact to see
Advertisement
Advertisement
JVMSX vs PVMIX
JVMSX vs PVMIX Comparison
Open Charts JVMSX vs PVMIX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Principal MidCap Value I Inst
Price$16.07
Change-$0.07 (-0.43%)
VolumeN/A
Net Assets2.31B
JVMSX vs PVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. PVMIX commentary
Aug 18, 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: 23.6B vs. PVMIX (2.31B). PVMIX pays higher dividends than JVMSX: PVMIX (1.32) vs JVMSX (0.41). JVMSX was incepted earlier than PVMIX: JVMSX (13 years) vs PVMIX (22 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 (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 : 0.34 vs. PVMIX (-9.20). JVMSX return over 5 years is better than : 48.09 vs. PVMIX (29.61).
| 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 | 22 years | - |
| Gain YTD | 8.728 | 3.477 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 2.31B | 1,021% |
| Annual Yield % from dividends | 0.41 | 1.32 | 31% |
| Returns for 1 year | 0.34 | -9.20 | -4% |
| Returns for 3 years | 10.96 | -3.97 | -276% |
| Returns for 5 years | 48.09 | 29.61 | 162% |
| Returns for 10 years | 41.60 | 20.31 | 205% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PREJX | 27.06 | 0.16 | +0.59% |
| Principal Real Estate Securities J | |||
| MSACX | 19.88 | 0.10 | +0.51% |
| Morgan Stanley Inst Passport ovrs eq I | |||
| DSPIX | 55.93 | -0.15 | -0.27% |
| BNY Mellon Instl S&P 500 Stk Idx I | |||
| IRSIX | 11.98 | -0.06 | -0.50% |
| Voya Russell Small Cap Index Port A | |||
| HTECX | 24.35 | -0.16 | -0.65% |
| Hennessy Technology Investor | |||