Interact to see
Advertisement
Advertisement
JVMTX vs PVMIX
JVMTX vs PVMIX Comparison
Open Charts JVMTX vs PVMIX
JHancock Disciplined Value Mid Cap R4
Price$30.10
Change+$0.45 (+1.52%)
VolumeN/A
Net Assets24.32B
Principal MidCap Value I Inst
Price$16.43
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.36B
JVMTX vs PVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. PVMIX 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 PVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. PVMIX (2.36B). PVMIX pays higher dividends than JVMTX: PVMIX (1.30) vs JVMTX (0.62). JVMTX was incepted earlier than PVMIX: JVMTX (12 years) vs PVMIX (22 years). JVMTX (1.10) is less costly to investors than PVMIX (0.75). PVMIX is a more actively managed with annual turnover of: 55.30 vs. JVMTX (49.00). JVMTX (0) and PVMIX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 2.74 vs. PVMIX (-8.04). JVMTX return over 5 years is better than : 54.13 vs. PVMIX (33.33).
| JVMTX | PVMIX | JVMTX / PVMIX | |
| Total Expense Ratio | 0.99 | 0.69 | 143% |
| Annual Report Gross Expense Ratio | 1.10 | 0.75 | 147% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 11.891 | 5.795 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 2.36B | 1,031% |
| Annual Yield % from dividends | 0.62 | 1.30 | 48% |
| Returns for 1 year | 2.74 | -8.04 | -34% |
| Returns for 3 years | 24.58 | 6.26 | 393% |
| Returns for 5 years | 54.13 | 33.33 | 162% |
| Returns for 10 years | 57.10 | 30.82 | 185% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers