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JVMAX vs PABVX
JVMAX vs PABVX Comparison
Open Charts JVMAX vs PABVX
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.44B
Principal MidCap Value I R5
Price$14.27
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets2.26B
JVMAX vs PABVX Comparison Chart
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JVMAX vs. PABVX commentary
Apr 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 JVMAX is a StrongBuy and PABVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.4B vs. PABVX (2.26B). PABVX pays higher dividends than JVMAX: PABVX (1.26) vs JVMAX (0.61). JVMAX was incepted earlier than PABVX: JVMAX (28 years) vs PABVX (21 years). JVMAX (1.13) is less costly to investors than PABVX (0.90). PABVX is a more actively managed with annual turnover of: 55.30 vs. JVMAX (47.00). PABVX has a lower initial minimum investment than JVMAX: PABVX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -11.80 vs. PABVX (-13.72). JVMAX return over 5 years is better than : 45.43 vs. PABVX (36.53).
| JVMAX | PABVX | JVMAX / PABVX | |
| Total Expense Ratio | 1.12 | 0.88 | 127% |
| Annual Report Gross Expense Ratio | 1.13 | 0.90 | 126% |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | -8.576 | -7.997 | 107% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 2.26B | 857% |
| Annual Yield % from dividends | 0.61 | 1.26 | 49% |
| Returns for 1 year | -11.80 | -13.72 | 86% |
| Returns for 3 years | -9.16 | -14.72 | 62% |
| Returns for 5 years | 45.43 | 36.53 | 124% |
| Returns for 10 years | 18.32 | 1.82 | 1,007% |
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