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JVMTX vs PCMSX
JVMTX vs PCMSX Comparison
Open Charts JVMTX vs PCMSX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Principal MidCap Value I R6
Price$16.40
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets2.37B
JVMTX vs PCMSX Comparison Chart in %
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JVMTX vs. PCMSX commentary
Feb 05, 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 JVMTX is a Buy and PCMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. PCMSX (2.37B). PCMSX pays higher dividends than JVMTX: PCMSX (1.10) vs JVMTX (0.60). JVMTX was incepted earlier than PCMSX: JVMTX (13 years) vs PCMSX (7 years). JVMTX (1.10) is less costly to investors than PCMSX (0.65). PCMSX is a more actively managed with annual turnover of: 79.60 vs. JVMTX (49.00). JVMTX (0) and PCMSX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. PCMSX (3.49). JVMTX return over 5 years is better than : 22.28 vs. PCMSX (10.35).
| JVMTX | PCMSX | JVMTX / PCMSX | |
| Total Expense Ratio | 0.99 | 0.63 | 157% |
| Annual Report Gross Expense Ratio | 1.10 | 0.65 | 169% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 5.177 | 6.424 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 2.37B | 1,040% |
| Annual Yield % from dividends | 0.60 | 1.10 | 54% |
| Returns for 1 year | 4.79 | 3.49 | 137% |
| Returns for 3 years | 11.22 | 3.15 | 356% |
| Returns for 5 years | 22.28 | 10.35 | 215% |
| Returns for 10 years | 76.80 | N/A | - |
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