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JVMRX vs PLASX
JVMRX vs PLASX Comparison
Open Charts JVMRX vs PLASX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R1
Price$17.52
Change-$0.11 (-0.62%)
VolumeN/A
CapitalizationN/A
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JVMRX vs PLASX Comparison Chart
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JVMRX vs. PLASX 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 PLASX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. PLASX (2.93B). JVMRX pays higher dividends than PLASX: JVMRX (0.93) vs PLASX (0.51). JVMRX was incepted earlier than PLASX: JVMRX (13 years) vs PLASX (20 years). PLASX is a more actively managed with annual turnover of: 49.90 vs. JVMRX (41.00). PLASX has a lower initial minimum investment than JVMRX: PLASX (0) vs JVMRX (1000000). PLASX (17.06) and JVMRX (16.48) have marching annual gain over last year. JVMRX return over 5 years is better than : 43.53 vs. PLASX (31.20).
| JVMRX | PLASX | JVMRX / PLASX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 10.234 | 12.621 | 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 | 0.51 | 185% |
| Returns for 1 year | 16.48 | 17.06 | 97% |
| Returns for 3 years | 10.98 | 0.87 | 1,258% |
| Returns for 5 years | 43.53 | 31.20 | 139% |
| Returns for 10 years | 61.39 | 11.40 | 539% |
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