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JVMIX vs PVEJX
JVMIX vs PVEJX Comparison
Open Charts JVMIX vs PVEJX
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.
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).
| 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 | 8.423 | 3.735 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 2.5B | 903% |
| Annual Yield % from dividends | 0.78 | 1.24 | 63% |
| Returns for 1 year | 3.45 | -4.95 | -70% |
| Returns for 3 years | 23.84 | 5.87 | 406% |
| Returns for 5 years | 62.76 | 39.70 | 158% |
| Returns for 10 years | 48.34 | 17.50 | 276% |
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