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JVMIX vs PVEJX
JVMIX vs PVEJX Comparison
Open Charts JVMIX vs PVEJX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Principal MidCap Value I J
Price$15.94
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets2.35B
JVMIX vs PVEJX Comparison Chart in %
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JVMIX vs. PVEJX commentary
Jul 28, 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: 23.1B vs. PVEJX (2.35B). 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 (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 : 1.20 vs. PVEJX (-7.36). JVMIX return over 5 years is better than : 58.07 vs. PVEJX (34.78).
| 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 | 9.314 | 4.456 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 2.35B | 984% |
| Annual Yield % from dividends | 0.78 | 1.24 | 63% |
| Returns for 1 year | 1.20 | -7.36 | -16% |
| Returns for 3 years | 21.47 | 4.09 | 524% |
| Returns for 5 years | 58.07 | 34.78 | 167% |
| Returns for 10 years | 50.28 | 20.28 | 248% |
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