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JVMTX vs PABWX
JVMTX vs PABWX Comparison
Open Charts JVMTX vs PABWX
JHancock Disciplined Value Mid Cap R4
Price$30.35
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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JVMTX vs PABWX Comparison Chart
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JVMTX 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 JVMTX is a Buy and PABWX is a Sell.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. PABWX (2.93B). 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 annual gain was more profitable for investors over the last year : 21.02 vs. JVMTX (19.27). JVMTX return over 5 years is better than : 43.64 vs. PABWX (36.20).
| 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 | 11.010 | 13.834 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 2.93B | 800% |
| Annual Yield % from dividends | 0.73 | 0.90 | 80% |
| Returns for 1 year | 19.27 | 21.02 | 92% |
| Returns for 3 years | 13.38 | 5.54 | 241% |
| Returns for 5 years | 43.64 | 36.20 | 121% |
| Returns for 10 years | 63.34 | 22.36 | 283% |
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