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JVMRX vs PABVX
JVMRX vs PABVX Comparison
Open Charts JVMRX vs PABVX
JHancock Disciplined Value Mid Cap R6
Price$27.58
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.45B
Principal MidCap Value I R5
Price$15.29
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.42B
JVMRX vs PABVX Comparison Chart
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JVMRX vs. PABVX commentary
Jun 07, 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: 21.5B vs. PABVX (2.42B). PABVX pays higher dividends than JVMRX: PABVX (1.25) vs JVMRX (0.91). 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 : -3.44 vs. PABVX (-9.74). JVMRX return over 5 years is better than : 40.08 vs. PABVX (23.36).
| 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 | 2.339 | -0.455 | -514% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 2.42B | 890% |
| Annual Yield % from dividends | 0.91 | 1.25 | 73% |
| Returns for 1 year | -3.44 | -9.74 | 35% |
| Returns for 3 years | 5.97 | -7.45 | -80% |
| Returns for 5 years | 40.08 | 23.36 | 172% |
| Returns for 10 years | 38.60 | 11.41 | 338% |
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