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JVMAX vs PVEJX
JVMAX vs PVEJX Comparison
Open Charts JVMAX vs PVEJX
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
Principal MidCap Value I J
Price$15.75
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.81B
JVMAX vs PVEJX Comparison Chart
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JVMAX vs. PVEJX commentary
Jan 19, 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 JVMAX is a Hold and PVEJX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. PVEJX (2.81B). PVEJX pays higher dividends than JVMAX: PVEJX (1.02) vs JVMAX (0.67). JVMAX was incepted earlier than PVEJX: JVMAX (28 years) vs PVEJX (16 years). PVEJX is a more actively managed with annual turnover of: 49.90 vs. JVMAX (41.00). JVMAX (1000) and PVEJX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 4.82 vs. PVEJX (0.57). JVMAX return over 5 years is better than : 23.77 vs. PVEJX (15.23).
| JVMAX | PVEJX | JVMAX / PVEJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 3.777 | 2.949 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 2.81B | 821% |
| Annual Yield % from dividends | 0.67 | 1.02 | 66% |
| Returns for 1 year | 4.82 | 0.57 | 839% |
| Returns for 3 years | -0.09 | -6.02 | 1% |
| Returns for 5 years | 23.77 | 15.23 | 156% |
| Returns for 10 years | 42.53 | 18.95 | 224% |
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