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JVMTX vs PABWX
JVMTX vs PABWX Comparison
Open Charts JVMTX vs PABWX
JHancock Disciplined Value Mid Cap R4
Price$31.86
Change+$0.41 (+1.30%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R4
Price$18.97
Change+$0.28 (+1.50%)
VolumeN/A
CapitalizationN/A
JVMTX vs PABWX Comparison Chart
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JVMTX vs. PABWX commentary
Nov 22, 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 PABWX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. PABWX (2.92B). PABWX pays higher dividends than JVMTX: PABWX (0.90) vs JVMTX (0.73). JVMTX was incepted earlier than PABWX: JVMTX (11 years) vs PABWX (20 years). PABWX is a more actively managed with annual turnover of: 49.90 vs. JVMTX (41.00). JVMTX (0) and PABWX (0) have matching initial minimum investment requirements. PABWX (20.51) and JVMTX (20.15) have marching annual gain over last year. JVMTX return over 5 years is better than : 44.63 vs. PABWX (35.44).
| JVMTX | PABWX | JVMTX / PABWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 14.265 | 15.943 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 2.92B | 819% |
| Annual Yield % from dividends | 0.73 | 0.90 | 80% |
| Returns for 1 year | 20.15 | 20.51 | 98% |
| Returns for 3 years | 9.32 | 0.37 | 2,508% |
| Returns for 5 years | 44.63 | 35.44 | 126% |
| Returns for 10 years | 59.81 | 19.84 | 301% |
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