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JVMIX vs PABVX
JVMIX vs PABVX Comparison
Open Charts JVMIX vs PABVX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R5
Price$18.49
Change-$0.11 (-0.59%)
VolumeN/A
CapitalizationN/A
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JVMIX vs PABVX Comparison Chart
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JVMIX vs. PABVX commentary
Sep 21, 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 JVMIX is a Buy and PABVX is a Sell.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. PABVX (2.93B). PABVX pays higher dividends than JVMIX: PABVX (1.01) vs JVMIX (0.84). JVMIX was incepted earlier than PABVX: JVMIX (27 years) vs PABVX (20 years). PABVX is a more actively managed with annual turnover of: 49.90 vs. JVMIX (41.00). PABVX has a lower initial minimum investment than JVMIX: PABVX (0) vs JVMIX (250000). PABVX annual gain was more profitable for investors over the last year : 21.15 vs. JVMIX (19.46). JVMIX return over 5 years is better than : 44.34 vs. PABVX (37.02).
| JVMIX | PABVX | JVMIX / 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 | 11.144 | 13.925 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 2.93B | 800% |
| Annual Yield % from dividends | 0.84 | 1.01 | 83% |
| Returns for 1 year | 19.46 | 21.15 | 92% |
| Returns for 3 years | 13.73 | 5.85 | 235% |
| Returns for 5 years | 44.34 | 37.02 | 120% |
| Returns for 10 years | 64.87 | 24.13 | 269% |