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JVMTX vs PMPRX
JVMTX vs PMPRX Comparison
Open Charts JVMTX vs PMPRX
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
Principal MidCap Value I R3
Price$15.05
Change-$0.17 (-1.12%)
VolumeN/A
Net Assets2.43B
JVMTX vs PMPRX Comparison Chart
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JVMTX vs. PMPRX commentary
Jun 14, 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 StrongBuy and PMPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.7B vs. PMPRX (2.43B). PMPRX pays higher dividends than JVMTX: PMPRX (1.03) vs JVMTX (0.67). JVMTX was incepted earlier than PMPRX: JVMTX (12 years) vs PMPRX (21 years). PMPRX (1.21) is less costly to investors than JVMTX (1.11). PMPRX is a more actively managed with annual turnover of: 55.30 vs. JVMTX (47.00). JVMTX (0) and PMPRX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -3.01 vs. PMPRX (-9.88). JVMTX return over 5 years is better than : 51.48 vs. PMPRX (31.16).
| JVMTX | PMPRX | JVMTX / PMPRX | |
| Total Expense Ratio | 1.00 | 1.19 | 84% |
| Annual Report Gross Expense Ratio | 1.11 | 1.21 | 92% |
| Fund Existence | 12 years | 21 years | - |
| Gain YTD | 2.453 | -0.922 | -266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 2.43B | 892% |
| Annual Yield % from dividends | 0.67 | 1.03 | 65% |
| Returns for 1 year | -3.01 | -9.88 | 30% |
| Returns for 3 years | 16.50 | 0.48 | 3,439% |
| Returns for 5 years | 51.48 | 31.16 | 165% |
| Returns for 10 years | 35.66 | 6.55 | 544% |
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