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JVMIX vs PVEJX
JVMIX vs PVEJX Comparison
Open Charts JVMIX vs PVEJX
JHancock Disciplined Value Mid Cap I
Price$30.07
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets24.39B
Principal MidCap Value I J
Price$16.08
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets2.31B
JVMIX vs PVEJX Comparison Chart in %
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JVMIX vs. PVEJX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.4B vs. PVEJX (2.31B). PVEJX pays higher dividends than JVMIX: PVEJX (1.19) vs JVMIX (0.74). JVMIX was incepted earlier than PVEJX: JVMIX (29 years) vs PVEJX (17 years). PVEJX (0.89) and JVMIX (0.86) 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 : -5.91 vs. PVEJX (-15.11). JVMIX return over 5 years is better than : 33.54 vs. PVEJX (15.96).
| JVMIX | PVEJX | JVMIX / PVEJX | |
| Total Expense Ratio | 0.85 | 0.87 | 98% |
| Annual Report Gross Expense Ratio | 0.86 | 0.89 | 97% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 12.022 | 5.701 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 2.31B | 1,056% |
| Annual Yield % from dividends | 0.74 | 1.19 | 62% |
| Returns for 1 year | -5.91 | -15.11 | 39% |
| Returns for 3 years | 14.46 | -2.25 | -643% |
| Returns for 5 years | 33.54 | 15.96 | 210% |
| Returns for 10 years | 50.20 | 25.35 | 198% |
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