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JVMAX vs PVEJX
JVMAX vs PVEJX Comparison
Open Charts JVMAX vs PVEJX
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I J
Price$17.91
Change-$0.54 (-2.93%)
VolumeN/A
CapitalizationN/A
JVMAX vs PVEJX Comparison Chart
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JVMAX vs. PVEJX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. PVEJX (2.85B). 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. PVEJX (11.11) and JVMAX (10.66) have marching annual gain over last year. JVMAX return over 5 years is better than : 39.81 vs. PVEJX (35.15).
| 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 | 12.851 | 14.525 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 2.85B | 820% |
| Annual Yield % from dividends | 0.67 | 1.02 | 66% |
| Returns for 1 year | 10.66 | 11.11 | 96% |
| Returns for 3 years | 16.69 | 0.95 | 1,757% |
| Returns for 5 years | 39.81 | 35.15 | 113% |
| Returns for 10 years | 55.64 | 35.14 | 158% |
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