Ad is loading...
JVMRX vs PVEJX
JVMRX vs PVEJX Comparison
Open Charts JVMRX vs PVEJX
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
Principal MidCap Value I J
Price$15.45
Change-$0.29 (-1.84%)
VolumeN/A
Net Assets2.53B
JVMRX vs PVEJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. PVEJX commentary
Feb 23, 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 StrongBuy and PVEJX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. PVEJX (2.53B). PVEJX pays higher dividends than JVMRX: PVEJX (1.02) vs JVMRX (0.93). JVMRX was incepted earlier than PVEJX: JVMRX (13 years) vs PVEJX (16 years). PVEJX is a more actively managed with annual turnover of: 49.90 vs. JVMRX (41.00). 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 : -1.71 vs. PVEJX (-5.84). JVMRX return over 5 years is better than : 25.72 vs. PVEJX (14.68).
| JVMRX | PVEJX | JVMRX / PVEJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 2.079 | 1.245 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 2.53B | 890% |
| Annual Yield % from dividends | 0.93 | 1.02 | 92% |
| Returns for 1 year | -1.71 | -5.84 | 29% |
| Returns for 3 years | 4.02 | -3.88 | -104% |
| Returns for 5 years | 25.72 | 14.68 | 175% |
| Returns for 10 years | 38.31 | 11.20 | 342% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FIIIX | 21.27 | -0.29 | -1.35% |
| Fidelity Advisor International Growth I | |||
| MGFSX | 10.12 | -0.17 | -1.65% |
| MassMutual Global R5 | |||
| CNREX | 23.16 | -0.40 | -1.70% |
| Commonwealth Real Estate Securities | |||
| QAACX | 46.56 | -0.97 | -2.04% |
| Federated Hermes MDT All Cap Core A | |||
| IRCIX | 13.40 | -0.41 | -2.97% |
| Voya Russell Small Cap Index Port S2 | |||