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JVMTX vs PCMSX
JVMTX vs PCMSX Comparison
Open Charts JVMTX vs PCMSX
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
Principal MidCap Value I R6
Price$16.48
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.35B
JVMTX vs PCMSX Comparison Chart in %
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JVMTX vs. PCMSX 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 JVMTX is a Buy and PCMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. PCMSX (2.36B). PCMSX pays higher dividends than JVMTX: PCMSX (1.34) vs JVMTX (0.62). JVMTX was incepted earlier than PCMSX: JVMTX (12 years) vs PCMSX (6 years). JVMTX (1.10) is less costly to investors than PCMSX (0.65). PCMSX is a more actively managed with annual turnover of: 55.30 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 : 4.39 vs. PCMSX (-6.94). JVMTX return over 5 years is better than : 55.89 vs. PCMSX (35.27).
| JVMTX | PCMSX | JVMTX / PCMSX | |
| Total Expense Ratio | 0.99 | 0.63 | 157% |
| Annual Report Gross Expense Ratio | 1.10 | 0.65 | 169% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 12.152 | 5.777 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 2.36B | 1,036% |
| Annual Yield % from dividends | 0.62 | 1.34 | 46% |
| Returns for 1 year | 4.39 | -6.94 | -63% |
| Returns for 3 years | 19.42 | 2.10 | 926% |
| Returns for 5 years | 55.89 | 35.27 | 158% |
| Returns for 10 years | 57.94 | N/A | - |
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