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JVMTX vs PCMVX
JVMTX vs PCMVX Comparison
Open Charts JVMTX vs PCMVX
JHancock Disciplined Value Mid Cap R4
Price$30.04
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
Principal MidCap Value I A
Price$16.38
Change+$0.19 (+1.17%)
VolumeN/A
Net Assets2.35B
JVMTX vs PCMVX Comparison Chart in %
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JVMTX vs. PCMVX commentary
Sep 28, 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 Hold and PCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. PCMVX (2.35B). PCMVX pays higher dividends than JVMTX: PCMVX (1.03) vs JVMTX (0.62). JVMTX was incepted earlier than PCMVX: JVMTX (12 years) vs PCMVX (6 years). JVMTX (1.10) and PCMVX (1.09) have similar cost to investors . PCMVX is a more actively managed with annual turnover of: 55.30 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 : -1.02 vs. PCMVX (-11.11). JVMTX return over 5 years is better than : 61.22 vs. PCMVX (36.86).
| JVMTX | PCMVX | JVMTX / PCMVX | |
| Total Expense Ratio | 0.99 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.10 | 1.09 | 101% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 11.631 | 5.677 | 205% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 2.35B | 1,032% |
| Annual Yield % from dividends | 0.62 | 1.03 | 60% |
| Returns for 1 year | -1.02 | -11.11 | 9% |
| Returns for 3 years | 34.61 | 13.87 | 250% |
| Returns for 5 years | 61.22 | 36.86 | 166% |
| Returns for 10 years | 63.56 | N/A | - |
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