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JVMSX vs PVEJX
JVMSX vs PVEJX Comparison
Open Charts JVMSX vs PVEJX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Principal MidCap Value I J
Price$15.14
Change-$0.18 (-1.17%)
VolumeN/A
Net Assets2.41B
JVMSX vs PVEJX Comparison Chart
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JVMSX vs. PVEJX commentary
Jun 15, 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 StrongBuy and PVEJX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. PVEJX (2.41B). PVEJX pays higher dividends than JVMSX: PVEJX (1.26) vs JVMSX (0.43). JVMSX was incepted earlier than PVEJX: JVMSX (13 years) vs PVEJX (16 years). JVMSX (1.26) is less costly to investors than PVEJX (0.89). PVEJX is a more actively managed with annual turnover of: 55.30 vs. JVMSX (47.00). 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 : -3.29 vs. PVEJX (-9.52). JVMSX return over 5 years is better than : 50.13 vs. PVEJX (33.05).
| JVMSX | PVEJX | JVMSX / PVEJX | |
| Total Expense Ratio | 1.25 | 0.87 | 144% |
| Annual Report Gross Expense Ratio | 1.26 | 0.89 | 142% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 2.313 | -0.786 | -294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 2.41B | 894% |
| Annual Yield % from dividends | 0.43 | 1.26 | 34% |
| Returns for 1 year | -3.29 | -9.52 | 35% |
| Returns for 3 years | 15.80 | 1.25 | 1,260% |
| Returns for 5 years | 50.13 | 33.05 | 152% |
| Returns for 10 years | 33.43 | 9.55 | 350% |
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