Interact to see
Advertisement
Advertisement
JVMTX vs PVMIX
JVMTX vs PVMIX Comparison
Open Charts JVMTX vs PVMIX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Principal MidCap Value I Inst
Price$16.35
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets2.37B
JVMTX vs PVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. PVMIX commentary
Feb 04, 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 PVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. PVMIX (2.37B). PVMIX pays higher dividends than JVMTX: PVMIX (1.05) vs JVMTX (0.60). JVMTX was incepted earlier than PVMIX: JVMTX (13 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: 79.60 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 : 4.79 vs. PVMIX (3.44). JVMTX return over 5 years is better than : 22.28 vs. PVMIX (9.94).
| JVMTX | PVMIX | JVMTX / PVMIX | |
| Total Expense Ratio | 0.99 | 0.69 | 143% |
| Annual Report Gross Expense Ratio | 1.10 | 0.75 | 147% |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 5.177 | 6.376 | 81% |
| 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 | 1.05 | 57% |
| Returns for 1 year | 4.79 | 3.44 | 139% |
| Returns for 3 years | 11.22 | 2.90 | 386% |
| Returns for 5 years | 22.28 | 9.94 | 224% |
| Returns for 10 years | 76.80 | 62.36 | 123% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement