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JVMAX vs PVEJX
JVMAX vs PVEJX Comparison
Open Charts JVMAX vs PVEJX
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
Principal MidCap Value I J
Price$14.22
Change+$0.97 (+7.32%)
VolumeN/A
Net Assets2.14B
JVMAX vs PVEJX Comparison Chart
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JVMAX vs. PVEJX commentary
Apr 11, 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: 18.5B vs. PVEJX (2.14B). PVEJX pays higher dividends than JVMAX: PVEJX (1.27) vs JVMAX (0.61). JVMAX was incepted earlier than PVEJX: JVMAX (28 years) vs PVEJX (16 years). JVMAX (1.13) is less costly to investors than PVEJX (0.94). PVEJX is a more actively managed with annual turnover of: 55.30 vs. JVMAX (47.00). JVMAX (1000) and PVEJX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : -20.84 vs. PVEJX (-22.86). JVMAX return over 5 years is better than : 36.10 vs. PVEJX (27.07).
| JVMAX | PVEJX | JVMAX / PVEJX | |
| Total Expense Ratio | 1.12 | 0.92 | 122% |
| Annual Report Gross Expense Ratio | 1.13 | 0.94 | 120% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | -13.336 | -13.172 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 2.14B | 864% |
| Annual Yield % from dividends | 0.61 | 1.27 | 48% |
| Returns for 1 year | -20.84 | -22.86 | 91% |
| Returns for 3 years | -13.99 | -19.42 | 72% |
| Returns for 5 years | 36.10 | 27.07 | 133% |
| Returns for 10 years | 11.67 | -4.88 | -239% |
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