JVMSX
Price
$29.15
Change
-$0.22 (-0.75%)
Updated
Aug 15 closing price
Net Assets
23.59B
PVEJX
Price
$15.77
Change
-$0.07 (-0.44%)
Updated
Aug 15 closing price
Net Assets
2.31B
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JVMSX vs PVEJX

Header iconJVMSX vs PVEJX Comparison
Open Charts JVMSX vs PVEJXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Principal MidCap Value I J
Price$15.77
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets2.31B
JVMSX vs PVEJX Comparison Chart in %
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JVMSX vs. PVEJX commentary
Aug 18, 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.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. PVEJX (2.31B). PVEJX pays higher dividends than JVMSX: PVEJX (1.22) vs JVMSX (0.41). 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 (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 : 0.34 vs. PVEJX (-9.59). JVMSX return over 5 years is better than : 48.09 vs. PVEJX (27.99).
JVMSXPVEJXJVMSX / PVEJX
Total Expense Ratio1.250.87144%
Annual Report Gross Expense Ratio1.260.89142%
Fund Existence13 years16 years-
Gain YTD8.7283.342261%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.6B2.31B1,021%
Annual Yield % from dividends0.411.2234%
Returns for 1 year0.34-9.59-4%
Returns for 3 years10.96-4.71-232%
Returns for 5 years48.0927.99172%
Returns for 10 years41.6016.82247%
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