Ad is loading...
JVMTX vs PABVX
JVMTX vs PABVX Comparison
Open Charts JVMTX vs PABVX
JHancock Disciplined Value Mid Cap R4
Price$31.84
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R5
Price$19.04
Change+$0.02 (+0.11%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JVMTX vs PABVX Comparison Chart
Loading...
JVMTX vs. PABVX commentary
Nov 08, 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 JVMTX is a Buy and PABVX is a Buy.
FUNDAMENTALS
Fundamentals
PABVX pays higher dividends than JVMTX: PABVX (1.01) vs JVMTX (0.73). JVMTX was incepted earlier than PABVX: JVMTX (11 years) vs PABVX (20 years). PABVX is a more actively managed with annual turnover of: 49.90 vs. JVMTX (41.00). JVMTX (0) and PABVX (0) have matching initial minimum investment requirements. JVMTX (27.21) and PABVX (26.47) have marching annual gain over last year. JVMTX return over 5 years is better than : 47.88 vs. PABVX (36.92).
| JVMTX | PABVX | JVMTX / PABVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 16.459 | 17.314 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | N/A | - |
| Annual Yield % from dividends | 0.73 | 1.01 | 72% |
| Returns for 1 year | 27.21 | 26.47 | 103% |
| Returns for 3 years | 9.27 | 0.51 | 1,824% |
| Returns for 5 years | 47.88 | 36.92 | 130% |
| Returns for 10 years | 63.93 | 24.35 | 263% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MMKBX | 22.32 | 0.31 | +1.41% |
| Morgan Stanley Inst Emerging Mkts A | |||
| AIISX | 31.42 | 0.35 | +1.13% |
| Virtus International S/C R6 | |||
| KTRZX | 10.20 | 0.11 | +1.09% |
| DWS Global Income Builder R6 | |||
| TRHZX | 157.22 | 1.16 | +0.74% |
| T. Rowe Price Equity Index 500 Z | |||
| JEPSX | 14.87 | 0.02 | +0.13% |
| JPMorgan Equity Premium Income R5 | |||