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JVMTX vs PVEJX
JVMTX vs PVEJX Comparison
Open Charts JVMTX vs PVEJX
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I J
Price$17.91
Change-$0.54 (-2.93%)
VolumeN/A
CapitalizationN/A
JVMTX vs PVEJX Comparison Chart
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JVMTX vs. PVEJX commentary
Dec 19, 2024
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 JVMTX is a Hold and PVEJX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. PVEJX (2.85B). PVEJX pays higher dividends than JVMTX: PVEJX (1.02) vs JVMTX (0.73). JVMTX was incepted earlier than PVEJX: JVMTX (11 years) vs PVEJX (16 years). PVEJX is a more actively managed with annual turnover of: 49.90 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than PVEJX: JVMTX (0) vs PVEJX (1000). PVEJX annual gain was more profitable for investors over the last year : 11.11 vs. JVMTX (9.87). JVMTX (36.13) and PVEJX (35.15) have equivalent 5 years return.
| JVMTX | PVEJX | JVMTX / PVEJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 9.510 | 14.525 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 2.85B | 820% |
| Annual Yield % from dividends | 0.73 | 1.02 | 71% |
| Returns for 1 year | 9.87 | 11.11 | 89% |
| Returns for 3 years | 13.80 | 0.95 | 1,453% |
| Returns for 5 years | 36.13 | 35.15 | 103% |
| Returns for 10 years | 54.52 | 35.14 | 155% |
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