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JVMRX vs PVEJX
JVMRX vs PVEJX Comparison
Open Charts JVMRX vs PVEJX
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets22.44B
Principal MidCap Value I J
Price$15.78
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets2.49B
JVMRX vs PVEJX Comparison Chart in %
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JVMRX vs. PVEJX commentary
Jul 09, 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 Buy and PVEJX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.4B vs. PVEJX (2.49B). PVEJX pays higher dividends than JVMRX: PVEJX (1.24) vs JVMRX (0.88). JVMRX was incepted earlier than PVEJX: JVMRX (14 years) vs PVEJX (16 years). PVEJX (0.89) is less costly to investors than JVMRX (0.76). 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 : 3.14 vs. PVEJX (-5.33). JVMRX return over 5 years is better than : 67.47 vs. PVEJX (42.65).
| JVMRX | PVEJX | JVMRX / PVEJX | |
| Total Expense Ratio | 0.75 | 0.87 | 86% |
| Annual Report Gross Expense Ratio | 0.76 | 0.89 | 85% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 7.684 | 3.080 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 2.49B | 900% |
| Annual Yield % from dividends | 0.88 | 1.24 | 71% |
| Returns for 1 year | 3.14 | -5.33 | -59% |
| Returns for 3 years | 22.90 | 5.34 | 429% |
| Returns for 5 years | 67.47 | 42.65 | 158% |
| Returns for 10 years | 47.75 | 16.99 | 281% |
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