Ad is loading...
JVMIX vs PABWX
JVMIX vs PABWX Comparison
Open Charts JVMIX vs PABWX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R4
Price$18.35
Change-$0.11 (-0.60%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JVMIX vs PABWX Comparison Chart
Loading...
JVMIX vs. PABWX 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 PABWX is a Sell.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. PABWX (2.93B). PABWX pays higher dividends than JVMIX: PABWX (0.90) vs JVMIX (0.84). JVMIX was incepted earlier than PABWX: JVMIX (27 years) vs PABWX (20 years). PABWX is a more actively managed with annual turnover of: 49.90 vs. JVMIX (41.00). PABWX has a lower initial minimum investment than JVMIX: PABWX (0) vs JVMIX (250000). PABWX annual gain was more profitable for investors over the last year : 21.02 vs. JVMIX (19.46). JVMIX return over 5 years is better than : 44.34 vs. PABWX (36.20).
| JVMIX | PABWX | JVMIX / 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 | 11.144 | 13.834 | 81% |
| 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 | 0.90 | 93% |
| Returns for 1 year | 19.46 | 21.02 | 93% |
| Returns for 3 years | 13.73 | 5.54 | 248% |
| Returns for 5 years | 44.34 | 36.20 | 122% |
| Returns for 10 years | 64.87 | 22.36 | 290% |