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JVMRX vs PVEJX
JVMRX vs PVEJX Comparison
Open Charts JVMRX vs PVEJX
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Principal MidCap Value I J
Price$15.57
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets2.24B
JVMRX vs PVEJX Comparison Chart in %
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JVMRX vs. PVEJX commentary
Nov 20, 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 JVMRX is a Hold and PVEJX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. PVEJX (2.24B). PVEJX pays higher dividends than JVMRX: PVEJX (1.22) vs JVMRX (0.85). JVMRX was incepted earlier than PVEJX: JVMRX (14 years) vs PVEJX (17 years). PVEJX (0.89) is less costly to investors than JVMRX (0.75). PVEJX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (49.00). PVEJX has a lower initial minimum investment than JVMRX: PVEJX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -6.35 vs. PVEJX (-15.06). JVMRX return over 5 years is better than : 33.25 vs. PVEJX (15.45).
| JVMRX | PVEJX | JVMRX / PVEJX | |
| Total Expense Ratio | 0.74 | 0.87 | 85% |
| Annual Report Gross Expense Ratio | 0.75 | 0.89 | 84% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 7.906 | 2.359 | 335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 2.24B | 1,048% |
| Annual Yield % from dividends | 0.85 | 1.22 | 70% |
| Returns for 1 year | -6.35 | -15.06 | 42% |
| Returns for 3 years | 12.97 | -2.64 | -491% |
| Returns for 5 years | 33.25 | 15.45 | 215% |
| Returns for 10 years | 46.00 | 20.87 | 220% |
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