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JVMSX vs PVMIX
JVMSX vs PVMIX Comparison
Open Charts JVMSX vs PVMIX
JHancock Disciplined Value Mid Cap R2
Price$28.62
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets24.62B
Principal MidCap Value I Inst
Price$16.14
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets2.35B
JVMSX vs PVMIX Comparison Chart in %
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JVMSX vs. PVMIX commentary
Jan 15, 2026
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 PVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.6B vs. PVMIX (2.35B). PVMIX pays higher dividends than JVMSX: PVMIX (1.10) vs JVMSX (0.38). 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 : 6.40 vs. PVMIX (4.22). JVMSX return over 5 years is better than : 18.03 vs. PVMIX (7.58).
| 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 | 4.248 | 4.294 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6B | 2.35B | 1,046% |
| Annual Yield % from dividends | 0.38 | 1.10 | 35% |
| Returns for 1 year | 6.40 | 4.22 | 152% |
| Returns for 3 years | 12.69 | 3.32 | 382% |
| Returns for 5 years | 18.03 | 7.58 | 238% |
| Returns for 10 years | 68.90 | 59.32 | 116% |
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