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JVMRX vs PVEJX
JVMRX vs PVEJX Comparison
Open Charts JVMRX vs PVEJX
JHancock Disciplined Value Mid Cap R6
Price$28.90
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.32B
Principal MidCap Value I J
Price$15.60
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.3B
JVMRX vs PVEJX Comparison Chart in %
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JVMRX vs. PVEJX commentary
Aug 08, 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: 23.3B vs. PVEJX (2.3B). PVEJX pays higher dividends than JVMRX: PVEJX (1.22) vs JVMRX (0.86). 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 : 4.38 vs. PVEJX (-6.93). JVMRX return over 5 years is better than : 51.76 vs. PVEJX (28.36).
| 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 | 7.906 | 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 | 23.3B | 2.3B | 1,014% |
| Annual Yield % from dividends | 0.86 | 1.22 | 70% |
| Returns for 1 year | 4.38 | -6.93 | -63% |
| Returns for 3 years | 16.07 | -1.62 | -989% |
| Returns for 5 years | 51.76 | 28.36 | 183% |
| Returns for 10 years | 44.89 | 15.78 | 284% |
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