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JVMAX vs PABWX
JVMAX vs PABWX Comparison
Open Charts JVMAX vs PABWX
JHancock Disciplined Value Mid Cap A
Price$30.25
Change+$0.39 (+1.31%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R4
Price$18.97
Change+$0.28 (+1.50%)
VolumeN/A
CapitalizationN/A
JVMAX vs PABWX Comparison Chart
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JVMAX vs. PABWX commentary
Nov 22, 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 PABWX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. PABWX (2.92B). PABWX pays higher dividends than JVMAX: PABWX (0.90) vs JVMAX (0.67). JVMAX was incepted earlier than PABWX: JVMAX (27 years) vs PABWX (20 years). PABWX is a more actively managed with annual turnover of: 49.90 vs. JVMAX (41.00). PABWX has a lower initial minimum investment than JVMAX: PABWX (0) vs JVMAX (1000). PABWX (20.51) and JVMAX (19.80) have marching annual gain over last year. JVMAX return over 5 years is better than : 42.99 vs. PABWX (35.44).
| JVMAX | PABWX | JVMAX / PABWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 20 years | - |
| Gain YTD | 14.121 | 15.943 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 2.92B | 819% |
| Annual Yield % from dividends | 0.67 | 0.90 | 74% |
| Returns for 1 year | 19.80 | 20.51 | 97% |
| Returns for 3 years | 8.35 | 0.37 | 2,247% |
| Returns for 5 years | 42.99 | 35.44 | 121% |
| Returns for 10 years | 55.90 | 19.84 | 282% |
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