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JVMTX vs PVEJX
JVMTX vs PVEJX Comparison
Open Charts JVMTX vs PVEJX
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I J
Price$18.62
Change-$0.12 (-0.64%)
VolumeN/A
CapitalizationN/A
JVMTX vs PVEJX Comparison Chart
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JVMTX vs. PVEJX commentary
Nov 18, 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 Buy and PVEJX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. PVEJX (2.91B). 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). JVMTX (21.44) and PVEJX (20.99) have marching annual gain over last year. JVMTX return over 5 years is better than : 44.38 vs. PVEJX (34.47).
| 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 | 14.484 | 15.580 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 2.91B | 819% |
| Annual Yield % from dividends | 0.73 | 1.02 | 71% |
| Returns for 1 year | 21.44 | 20.99 | 102% |
| Returns for 3 years | 7.23 | -1.75 | -414% |
| Returns for 5 years | 44.38 | 34.47 | 129% |
| Returns for 10 years | 60.91 | 20.92 | 291% |
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