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JVMSX vs PVEJX
JVMSX vs PVEJX Comparison
Open Charts JVMSX vs PVEJX
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
Principal MidCap Value I J
Price$16.04
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets2.37B
JVMSX vs PVEJX Comparison Chart in %
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JVMSX vs. PVEJX commentary
Feb 04, 2026
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 Buy and PVEJX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. PVEJX (2.37B). PVEJX pays higher dividends than JVMSX: PVEJX (0.90) vs JVMSX (0.37). 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: 79.60 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 : 4.49 vs. PVEJX (3.12). JVMSX return over 5 years is better than : 20.95 vs. PVEJX (8.45).
| 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 | 5.163 | 6.366 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 2.37B | 1,040% |
| Annual Yield % from dividends | 0.37 | 0.90 | 41% |
| Returns for 1 year | 4.49 | 3.12 | 144% |
| Returns for 3 years | 10.32 | 1.91 | 541% |
| Returns for 5 years | 20.95 | 8.45 | 248% |
| Returns for 10 years | 73.49 | 57.81 | 127% |
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