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JVMRX vs PVEJX
JVMRX vs PVEJX Comparison
Open Charts JVMRX vs PVEJX
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
Principal MidCap Value I J
Price$14.22
Change+$0.97 (+7.32%)
VolumeN/A
Net Assets2.29B
JVMRX vs PVEJX Comparison Chart
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JVMRX 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 JVMRX is a Hold and PVEJX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. PVEJX (2.29B). PVEJX pays higher dividends than JVMRX: PVEJX (1.27) vs JVMRX (0.94). JVMRX was incepted earlier than PVEJX: JVMRX (14 years) vs PVEJX (16 years). PVEJX (0.94) is less costly to investors than JVMRX (0.76). PVEJX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (47.00). 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 : -20.09 vs. PVEJX (-22.86). JVMRX return over 5 years is better than : 39.55 vs. PVEJX (27.07).
| JVMRX | PVEJX | JVMRX / PVEJX | |
| Total Expense Ratio | 0.75 | 0.92 | 82% |
| Annual Report Gross Expense Ratio | 0.76 | 0.94 | 81% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | -13.252 | -13.172 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 2.29B | 806% |
| Annual Yield % from dividends | 0.94 | 1.27 | 74% |
| Returns for 1 year | -20.09 | -22.86 | 88% |
| Returns for 3 years | -12.51 | -19.42 | 64% |
| Returns for 5 years | 39.55 | 27.07 | 146% |
| Returns for 10 years | 16.87 | -4.88 | -346% |
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