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JVMTX vs PCMVX
JVMTX vs PCMVX Comparison
Open Charts JVMTX vs PCMVX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Principal MidCap Value I A
Price$16.30
Change+$0.11 (+0.68%)
VolumeN/A
Net Assets2.37B
JVMTX vs PCMVX Comparison Chart in %
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JVMTX vs. PCMVX 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 PCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. PCMVX (2.37B). PCMVX pays higher dividends than JVMTX: PCMVX (0.71) vs JVMTX (0.60). JVMTX was incepted earlier than PCMVX: JVMTX (13 years) vs PCMVX (7 years). JVMTX (1.10) and PCMVX (1.09) have similar cost to investors . PCMVX is a more actively managed with annual turnover of: 79.60 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than PCMVX: JVMTX (0) vs PCMVX (1000). JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. PCMVX (3.00). JVMTX return over 5 years is better than : 22.28 vs. PCMVX (7.96).
| JVMTX | PCMVX | JVMTX / PCMVX | |
| Total Expense Ratio | 0.99 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.10 | 1.09 | 101% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 5.177 | 6.327 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 2.37B | 1,040% |
| Annual Yield % from dividends | 0.60 | 0.71 | 84% |
| Returns for 1 year | 4.79 | 3.00 | 160% |
| Returns for 3 years | 11.22 | 1.56 | 721% |
| Returns for 5 years | 22.28 | 7.96 | 280% |
| Returns for 10 years | 76.80 | N/A | - |
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