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JVMSX vs PVEJX
JVMSX vs PVEJX Comparison
Open Charts JVMSX vs PVEJX
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.74B
Principal MidCap Value I J
Price$15.87
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets2.29B
JVMSX vs PVEJX Comparison Chart in %
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JVMSX vs. PVEJX commentary
Oct 19, 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 JVMSX is a Hold and PVEJX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.7B vs. PVEJX (2.3B). PVEJX pays higher dividends than JVMSX: PVEJX (1.19) vs JVMSX (0.40). JVMSX was incepted earlier than PVEJX: JVMSX (14 years) vs PVEJX (17 years). JVMSX (1.25) is less costly to investors than PVEJX (0.89). PVEJX is a more actively managed with annual turnover of: 55.30 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than PVEJX: JVMSX (0) vs PVEJX (1000). JVMSX annual gain was more profitable for investors over the last year : -5.30 vs. PVEJX (-14.07). JVMSX return over 5 years is better than : 45.42 vs. PVEJX (25.89).
| JVMSX | PVEJX | JVMSX / PVEJX | |
| Total Expense Ratio | 1.24 | 0.87 | 143% |
| Annual Report Gross Expense Ratio | 1.25 | 0.89 | 140% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 9.399 | 3.997 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 2.3B | 1,033% |
| Annual Yield % from dividends | 0.40 | 1.19 | 33% |
| Returns for 1 year | -5.30 | -14.07 | 38% |
| Returns for 3 years | 24.28 | 6.48 | 375% |
| Returns for 5 years | 45.42 | 25.89 | 175% |
| Returns for 10 years | 47.59 | 23.41 | 203% |
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