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JVMAX vs PVEJX
JVMAX vs PVEJX Comparison
Open Charts JVMAX vs PVEJX
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I J
Price$18.62
Change-$0.12 (-0.64%)
VolumeN/A
CapitalizationN/A
JVMAX vs PVEJX Comparison Chart
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JVMAX vs. PVEJX commentary
Nov 18, 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 Buy and PVEJX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. PVEJX (2.91B). PVEJX pays higher dividends than JVMAX: PVEJX (1.02) vs JVMAX (0.67). JVMAX was incepted earlier than PVEJX: JVMAX (27 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 (21.07) and PVEJX (20.99) have marching annual gain over last year. JVMAX return over 5 years is better than : 42.69 vs. PVEJX (34.47).
| JVMAX | PVEJX | JVMAX / PVEJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 16 years | - |
| Gain YTD | 14.313 | 15.580 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 2.91B | 819% |
| Annual Yield % from dividends | 0.67 | 1.02 | 66% |
| Returns for 1 year | 21.07 | 20.99 | 100% |
| Returns for 3 years | 6.26 | -1.75 | -359% |
| Returns for 5 years | 42.69 | 34.47 | 124% |
| Returns for 10 years | 56.97 | 20.92 | 272% |
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