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JVMRX vs PVEJX
JVMRX vs PVEJX Comparison
Open Charts JVMRX vs PVEJX
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.83B
Principal MidCap Value I J
Price$14.91
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.39B
JVMRX vs PVEJX Comparison Chart
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JVMRX vs. PVEJX commentary
May 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 Buy and PVEJX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.8B vs. PVEJX (2.39B). PVEJX pays higher dividends than JVMRX: PVEJX (1.30) vs JVMRX (0.96). 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 (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 : -7.83 vs. PVEJX (-12.53). JVMRX return over 5 years is better than : 54.99 vs. PVEJX (38.38).
| 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 | -1.299 | -2.163 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.8B | 2.39B | 871% |
| Annual Yield % from dividends | 0.96 | 1.30 | 74% |
| Returns for 1 year | -7.83 | -12.53 | 63% |
| Returns for 3 years | 7.00 | -4.21 | -166% |
| Returns for 5 years | 54.99 | 38.38 | 143% |
| Returns for 10 years | 33.80 | 8.39 | 403% |
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