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JVMIX vs PLASX
JVMIX vs PLASX Comparison
Open Charts JVMIX vs PLASX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R1
Price$17.52
Change-$0.11 (-0.62%)
VolumeN/A
CapitalizationN/A
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JVMIX vs PLASX Comparison Chart
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JVMIX vs. PLASX 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 PLASX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. PLASX (2.93B). JVMIX pays higher dividends than PLASX: JVMIX (0.84) vs PLASX (0.51). JVMIX was incepted earlier than PLASX: JVMIX (27 years) vs PLASX (20 years). PLASX is a more actively managed with annual turnover of: 49.90 vs. JVMIX (41.00). PLASX has a lower initial minimum investment than JVMIX: PLASX (0) vs JVMIX (250000). PLASX (17.06) and JVMIX (16.37) have marching annual gain over last year. JVMIX return over 5 years is better than : 43.06 vs. PLASX (31.20).
| JVMIX | PLASX | JVMIX / PLASX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 20 years | - |
| Gain YTD | 10.157 | 12.621 | 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 | 0.51 | 167% |
| Returns for 1 year | 16.37 | 17.06 | 96% |
| Returns for 3 years | 10.72 | 0.87 | 1,228% |
| Returns for 5 years | 43.06 | 31.20 | 138% |
| Returns for 10 years | 60.49 | 11.40 | 531% |