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JVMRX vs PABWX
JVMRX vs PABWX Comparison
Open Charts JVMRX vs PABWX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R4
Price$18.35
Change-$0.11 (-0.60%)
VolumeN/A
CapitalizationN/A
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JVMRX vs PABWX Comparison Chart
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JVMRX vs. PABWX 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 JVMRX is a Buy and PABWX is a Sell.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. PABWX (2.93B). JVMRX (0.93) and PABWX (0.90) have matching dividends . JVMRX was incepted earlier than PABWX: JVMRX (13 years) vs PABWX (20 years). PABWX is a more actively managed with annual turnover of: 49.90 vs. JVMRX (41.00). PABWX has a lower initial minimum investment than JVMRX: PABWX (0) vs JVMRX (1000000). PABWX annual gain was more profitable for investors over the last year : 21.02 vs. JVMRX (19.58). JVMRX return over 5 years is better than : 44.82 vs. PABWX (36.20).
| JVMRX | PABWX | JVMRX / PABWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 11.221 | 13.834 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 2.93B | 800% |
| Annual Yield % from dividends | 0.93 | 0.90 | 103% |
| Returns for 1 year | 19.58 | 21.02 | 93% |
| Returns for 3 years | 13.96 | 5.54 | 252% |
| Returns for 5 years | 44.82 | 36.20 | 124% |
| Returns for 10 years | 65.88 | 22.36 | 295% |
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