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JVMAX vs PABVX
JVMAX vs PABVX Comparison
Open Charts JVMAX vs PABVX
JHancock Disciplined Value Mid Cap A
Price$30.23
Change-$0.09 (-0.30%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R5
Price$19.04
Change+$0.02 (+0.11%)
VolumeN/A
CapitalizationN/A
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JVMAX vs PABVX Comparison Chart
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JVMAX vs. PABVX commentary
Nov 08, 2024
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 JVMAX is a Buy and PABVX is a Buy.
FUNDAMENTALS
Fundamentals
PABVX pays higher dividends than JVMAX: PABVX (1.01) vs JVMAX (0.67). JVMAX was incepted earlier than PABVX: JVMAX (27 years) vs PABVX (20 years). PABVX is a more actively managed with annual turnover of: 49.90 vs. JVMAX (41.00). PABVX has a lower initial minimum investment than JVMAX: PABVX (0) vs JVMAX (1000). JVMAX (26.89) and PABVX (26.47) have marching annual gain over last year. JVMAX return over 5 years is better than : 46.22 vs. PABVX (36.92).
| JVMAX | PABVX | JVMAX / PABVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 20 years | - |
| Gain YTD | 16.314 | 17.314 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | N/A | - |
| Annual Yield % from dividends | 0.67 | 1.01 | 66% |
| Returns for 1 year | 26.89 | 26.47 | 102% |
| Returns for 3 years | 8.28 | 0.51 | 1,630% |
| Returns for 5 years | 46.22 | 36.92 | 125% |
| Returns for 10 years | 59.96 | 24.35 | 246% |