Ad is loading...
JVMRX vs PABVX
JVMRX vs PABVX Comparison
Open Charts JVMRX vs PABVX
JHancock Disciplined Value Mid Cap R6
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
Principal MidCap Value I R5
Price$14.27
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets2.26B
JVMRX vs PABVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. PABVX commentary
Apr 18, 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 StrongBuy and PABVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.4B vs. PABVX (2.26B). PABVX pays higher dividends than JVMRX: PABVX (1.26) vs JVMRX (0.94). JVMRX was incepted earlier than PABVX: JVMRX (14 years) vs PABVX (21 years). PABVX (0.90) is less costly to investors than JVMRX (0.76). PABVX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (47.00). 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 : -10.95 vs. PABVX (-13.72). JVMRX return over 5 years is better than : 49.07 vs. PABVX (36.53).
| JVMRX | PABVX | JVMRX / PABVX | |
| Total Expense Ratio | 0.75 | 0.88 | 85% |
| Annual Report Gross Expense Ratio | 0.76 | 0.90 | 84% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | -8.463 | -7.997 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 2.26B | 857% |
| Annual Yield % from dividends | 0.94 | 1.26 | 74% |
| Returns for 1 year | -10.95 | -13.72 | 80% |
| Returns for 3 years | -7.58 | -14.72 | 52% |
| Returns for 5 years | 49.07 | 36.53 | 134% |
| Returns for 10 years | 23.85 | 1.82 | 1,311% |
View a ticker or compare two or three
VS
VS
Ad is loading...