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JVMSX vs PVEJX
JVMSX vs PVEJX Comparison
Open Charts JVMSX vs PVEJX
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.3B
Principal MidCap Value I J
Price$16.08
Change+$0.15 (+0.94%)
VolumeN/A
Net Assets2.35B
JVMSX vs PVEJX Comparison Chart in %
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JVMSX vs. PVEJX commentary
Sep 08, 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 Buy and PVEJX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. PVEJX (2.35B). PVEJX pays higher dividends than JVMSX: PVEJX (1.20) 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 : 2.39 vs. PVEJX (-8.41). JVMSX return over 5 years is better than : 52.66 vs. PVEJX (31.65).
| 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 | 11.637 | 5.636 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 2.35B | 1,033% |
| Annual Yield % from dividends | 0.40 | 1.20 | 33% |
| Returns for 1 year | 2.39 | -8.41 | -28% |
| Returns for 3 years | 23.81 | 5.40 | 441% |
| Returns for 5 years | 52.66 | 31.65 | 166% |
| Returns for 10 years | 54.48 | 26.98 | 202% |
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