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JVMTX vs PMPRX
JVMTX vs PMPRX Comparison
Open Charts JVMTX vs PMPRX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Principal MidCap Value I R3
Price$15.95
Change+$0.10 (+0.63%)
VolumeN/A
Net Assets2.37B
JVMTX vs PMPRX Comparison Chart in %
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JVMTX vs. PMPRX 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 PMPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. PMPRX (2.37B). PMPRX (0.61) and JVMTX (0.60) have matching dividends . JVMTX was incepted earlier than PMPRX: JVMTX (13 years) vs PMPRX (22 years). PMPRX (1.21) is less costly to investors than JVMTX (1.10). PMPRX is a more actively managed with annual turnover of: 79.60 vs. JVMTX (49.00). JVMTX (0) and PMPRX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. PMPRX (2.73). JVMTX return over 5 years is better than : 22.28 vs. PMPRX (6.78).
| JVMTX | PMPRX | JVMTX / PMPRX | |
| Total Expense Ratio | 0.99 | 1.19 | 83% |
| Annual Report Gross Expense Ratio | 1.10 | 1.21 | 91% |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 5.177 | 6.333 | 82% |
| 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 | 0.61 | 98% |
| Returns for 1 year | 4.79 | 2.73 | 175% |
| Returns for 3 years | 11.22 | 0.75 | 1,503% |
| Returns for 5 years | 22.28 | 6.78 | 329% |
| Returns for 10 years | 76.80 | 53.17 | 144% |
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