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JVMTX vs PVMIX
JVMTX vs PVMIX Comparison
Open Charts JVMTX vs PVMIX
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Principal MidCap Value I Inst
Price$15.42
Change-$0.18 (-1.15%)
VolumeN/A
Net Assets2.41B
JVMTX vs PVMIX Comparison Chart
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JVMTX vs. PVMIX commentary
Jun 16, 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 PVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. PVMIX (2.41B). PVMIX pays higher dividends than JVMTX: PVMIX (1.36) vs JVMTX (0.67). JVMTX was incepted earlier than PVMIX: JVMTX (12 years) vs PVMIX (21 years). JVMTX (1.11) is less costly to investors than PVMIX (0.75). PVMIX is a more actively managed with annual turnover of: 55.30 vs. JVMTX (47.00). JVMTX (0) and PVMIX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -3.01 vs. PVMIX (-9.14). JVMTX return over 5 years is better than : 51.48 vs. PVMIX (34.75).
| JVMTX | PVMIX | JVMTX / PVMIX | |
| Total Expense Ratio | 1.00 | 0.69 | 145% |
| Annual Report Gross Expense Ratio | 1.11 | 0.75 | 148% |
| Fund Existence | 12 years | 21 years | - |
| Gain YTD | 2.453 | -0.708 | -346% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 2.41B | 894% |
| Annual Yield % from dividends | 0.67 | 1.36 | 49% |
| Returns for 1 year | -3.01 | -9.14 | 33% |
| Returns for 3 years | 16.50 | 2.04 | 810% |
| Returns for 5 years | 51.48 | 34.75 | 148% |
| Returns for 10 years | 35.66 | 12.87 | 277% |
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