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JVMSX vs PVEJX
JVMSX vs PVEJX Comparison
Open Charts JVMSX vs PVEJX
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Principal MidCap Value I J
Price$15.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.31B
JVMSX vs PVEJX Comparison Chart in %
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JVMSX vs. PVEJX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. PVEJX (2.31B). 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 : 2.29 vs. PVEJX (-1.16). JVMSX return over 5 years is better than : 22.25 vs. PVEJX (7.77).
| 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 | 3.506 | 0.197 | 1,783% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 2.31B | 1,036% |
| Annual Yield % from dividends | 0.40 | 1.19 | 33% |
| Returns for 1 year | 2.29 | -1.16 | -196% |
| Returns for 3 years | 15.22 | 2.86 | 532% |
| Returns for 5 years | 22.25 | 7.77 | 286% |
| Returns for 10 years | 46.26 | 33.20 | 139% |
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