JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
PVEJX
Price
$15.83
Change
+$0.08 (+0.51%)
Updated
Jul 3 closing price
Net Assets
2.5B
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JVMIX vs PVEJX

Header iconJVMIX vs PVEJX Comparison
Open Charts JVMIX vs PVEJXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Principal MidCap Value I J
Price$15.83
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets2.5B
JVMIX vs PVEJX Comparison Chart in %
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JVMIX vs. PVEJX commentary
Jul 07, 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 JVMIX is a StrongBuy and PVEJX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. PVEJX (2.5B). PVEJX pays higher dividends than JVMIX: PVEJX (1.24) vs JVMIX (0.78). JVMIX was incepted earlier than PVEJX: JVMIX (28 years) vs PVEJX (16 years). PVEJX (0.89) and JVMIX (0.88) have similar cost to investors . PVEJX is a more actively managed with annual turnover of: 55.30 vs. JVMIX (47.00). PVEJX has a lower initial minimum investment than JVMIX: PVEJX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 3.45 vs. PVEJX (-4.95). JVMIX return over 5 years is better than : 62.76 vs. PVEJX (39.70).
JVMIXPVEJXJVMIX / PVEJX
Total Expense Ratio0.870.87100%
Annual Report Gross Expense Ratio0.880.8999%
Fund Existence28 years16 years-
Gain YTD8.4233.735226%
Front LoadN/AN/A-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B2.5B903%
Annual Yield % from dividends0.781.2463%
Returns for 1 year3.45-4.95-70%
Returns for 3 years23.845.87406%
Returns for 5 years62.7639.70158%
Returns for 10 years48.3417.50276%
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