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JVMRX vs PABVX
JVMRX vs PABVX Comparison
Open Charts JVMRX vs PABVX
JHancock Disciplined Value Mid Cap R6
Price$28.90
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.32B
Principal MidCap Value I R5
Price$15.72
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.3B
JVMRX vs PABVX Comparison Chart in %
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JVMRX vs. PABVX commentary
Aug 08, 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 Hold and PABVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. PABVX (2.3B). 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 (0.76). 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 : 4.38 vs. PABVX (-6.88). JVMRX return over 5 years is better than : 51.76 vs. PABVX (28.60).
| 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 | 7.906 | 2.341 | 338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 2.3B | 1,014% |
| Annual Yield % from dividends | 0.86 | 1.22 | 71% |
| Returns for 1 year | 4.38 | -6.88 | -64% |
| Returns for 3 years | 16.07 | -1.55 | -1,037% |
| Returns for 5 years | 51.76 | 28.60 | 181% |
| Returns for 10 years | 44.89 | 16.56 | 271% |
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