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JVMRX vs PABVX
JVMRX vs PABVX Comparison
Open Charts JVMRX vs PABVX
JHancock Disciplined Value Mid Cap R6
Price$29.98
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
Principal MidCap Value I R5
Price$16.19
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets2.35B
JVMRX vs PABVX Comparison Chart in %
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JVMRX vs. PABVX commentary
Aug 29, 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 JVMRX is a Buy and PABVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24B vs. PABVX (2.35B). PABVX pays higher dividends than JVMRX: PABVX (1.22) vs JVMRX (0.86). JVMRX was incepted earlier than PABVX: JVMRX (14 years) vs PABVX (21 years). PABVX (0.90) is less costly to investors than JVMRX (0.75). PABVX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (49.00). PABVX has a lower initial minimum investment than JVMRX: PABVX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 0.90 vs. PABVX (-9.51). JVMRX return over 5 years is better than : 53.09 vs. PABVX (30.56).
| JVMRX | PABVX | JVMRX / PABVX | |
| Total Expense Ratio | 0.74 | 0.88 | 84% |
| Annual Report Gross Expense Ratio | 0.75 | 0.90 | 83% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 11.507 | 5.592 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 2.35B | 1,021% |
| Annual Yield % from dividends | 0.86 | 1.22 | 71% |
| Returns for 1 year | 0.90 | -9.51 | -9% |
| Returns for 3 years | 20.98 | 2.45 | 855% |
| Returns for 5 years | 53.09 | 30.56 | 174% |
| Returns for 10 years | 58.84 | 27.23 | 216% |
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