JMVYX vs. PVMIX
JMVYX (JPMorgan Mid Cap Value Fund Class R6) and PVMIX (Principal MidCap Value Fund I) are both Mid Cap Value Equities funds. Over the past 5 years, JMVYX returned 11.08%/yr vs 12.99%/yr for PVMIX. Their 0.96 correlation means they have historically moved very closely together. JMVYX charges 0.60%/yr vs 0.69%/yr for PVMIX.
Performance
JMVYX vs. PVMIX - Performance Comparison
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Returns By Period
In the year-to-date period, JMVYX achieves a 14.59% return, which is significantly lower than PVMIX's 16.66% return.
JMVYX
- 1D
- 0.88%
- 1M
- 2.18%
- 6M
- 9.86%
- YTD
- 14.59%
- 1Y
- 18.03%
- 3Y*
- 17.70%
- 5Y*
- 11.08%
- 10Y*
- —
- ALL TIME*
- 10.54%
PVMIX
- 1D
- 0.62%
- 1M
- 1.64%
- 6M
- 9.66%
- YTD
- 16.66%
- 1Y
- 20.35%
- 3Y*
- 19.94%
- 5Y*
- 12.99%
- 10Y*
- 12.71%
- ALL TIME*
- 10.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JMVYX vs. PVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JMVYX JPMorgan Mid Cap Value Fund Class R6 | 14.59% | 5.28% | 27.89% | 11.46% | -8.00% | 29.92% | 0.38% | 26.72% | -11.66% | 13.09% |
PVMIX Principal MidCap Value Fund I | 16.66% | 6.09% | 33.38% | 11.04% | -5.95% | 30.97% | 6.50% | 26.69% | -11.07% | 14.63% |
Correlation
The correlation between JMVYX and PVMIX is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.96 |
The correlation between JMVYX and PVMIX has been stable across timeframes, ranging from 0.93 to 0.96 - a consistent structural relationship.
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Return for Risk
JMVYX vs. PVMIX — Risk / Return Rank
JMVYX
PVMIX
JMVYX vs. PVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Value Fund Class R6 (JMVYX) and Principal MidCap Value Fund I (PVMIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JMVYX | PVMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.33 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.72 | 2.98 | -0.26 |
| Martin ratioReturn relative to average drawdown | 9.44 | 10.73 | -1.29 |
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Drawdowns
JMVYX vs. PVMIX - Drawdown Comparison
The maximum JMVYX drawdown since its inception was -43.08%, smaller than the maximum PVMIX drawdown of -56.76%. Use the drawdown chart below to compare losses from any high point for JMVYX and PVMIX.
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Drawdown Indicators
| JMVYX | PVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.08% | -56.76% | +13.68% |
Max Drawdown (1Y)Largest decline over 1 year | -7.17% | -7.37% | +0.20% |
Max Drawdown (3Y)Largest decline over 3 years | -15.89% | -16.78% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -25.53% | -17.05% | -8.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.34% | — |
Current DrawdownCurrent decline from peak | -0.52% | -0.39% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -6.89% | -6.79% | -0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 2.04% | +0.02% |
Volatility
JMVYX vs. PVMIX - Volatility Comparison
JPMorgan Mid Cap Value Fund Class R6 (JMVYX) has a higher volatility of 3.64% compared to Principal MidCap Value Fund I (PVMIX) at 2.24%. This indicates that JMVYX's price experiences larger fluctuations and is considered to be riskier than PVMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JMVYX | PVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.64% | 2.24% | +1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 8.73% | 8.36% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.09% | 11.74% | +0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.25% | 18.10% | +1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.72% | 19.14% | +1.58% |
JMVYX vs. PVMIX - Expense Ratio Comparison
JMVYX has a 0.60% expense ratio, which is lower than PVMIX's 0.69% expense ratio.
Dividends
JMVYX vs. PVMIX - Dividend Comparison
JMVYX's dividend yield for the trailing twelve months is around 18.60%, more than PVMIX's 6.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMVYX JPMorgan Mid Cap Value Fund Class R6 | 18.60% | 21.31% | 23.38% | 6.20% | 11.85% | 15.03% | 7.75% | 5.23% | 8.31% | 2.71% | 0.00% | 0.00% |
PVMIX Principal MidCap Value Fund I | 6.19% | 7.22% | 33.98% | 4.63% | 7.12% | 11.44% | 1.38% | 5.11% | 13.23% | 6.92% | 1.58% | 11.19% |
Frequently Asked Questions
With a correlation of 0.93, JMVYX and PVMIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
JMVYX has higher volatility (3.64%) compared to PVMIX (2.24%). In terms of maximum drawdown, JMVYX dropped -43.08% vs PVMIX's -56.76%.
PVMIX currently has the higher Sharpe Ratio (1.88 vs 1.62), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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