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JVMIX vs PVEJX
JVMIX vs PVEJX Comparison
Open Charts JVMIX vs PVEJX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
Principal MidCap Value I J
Price$15.77
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets2.31B
JVMIX vs PVEJX Comparison Chart in %
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JVMIX vs. PVEJX commentary
Aug 18, 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 Buy and PVEJX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. PVEJX (2.31B). PVEJX pays higher dividends than JVMIX: PVEJX (1.22) vs JVMIX (0.76). 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 (49.00). 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 : 0.76 vs. PVEJX (-9.59). JVMIX return over 5 years is better than : 50.10 vs. PVEJX (27.99).
| JVMIX | PVEJX | JVMIX / PVEJX | |
| Total Expense Ratio | 0.87 | 0.87 | 100% |
| Annual Report Gross Expense Ratio | 0.88 | 0.89 | 99% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 8.980 | 3.342 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 2.31B | 1,021% |
| Annual Yield % from dividends | 0.76 | 1.22 | 62% |
| Returns for 1 year | 0.76 | -9.59 | -8% |
| Returns for 3 years | 11.90 | -4.71 | -252% |
| Returns for 5 years | 50.10 | 27.99 | 179% |
| Returns for 10 years | 45.29 | 16.82 | 269% |
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