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JVMTX vs PLASX
JVMTX vs PLASX Comparison
Open Charts JVMTX vs PLASX
JHancock Disciplined Value Mid Cap R4
Price$31.53
Change-$0.31 (-0.97%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R1
Price$17.86
Change-$0.18 (-1.00%)
VolumeN/A
CapitalizationN/A
JVMTX vs PLASX Comparison Chart
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JVMTX vs. PLASX commentary
Nov 15, 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 PLASX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. PLASX (2.96B). JVMTX pays higher dividends than PLASX: JVMTX (0.73) vs PLASX (0.51). JVMTX was incepted earlier than PLASX: JVMTX (11 years) vs PLASX (20 years). PLASX is a more actively managed with annual turnover of: 49.90 vs. JVMTX (41.00). JVMTX (0) and PLASX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 21.87 vs. PLASX (20.16). JVMTX return over 5 years is better than : 45.44 vs. PLASX (30.62).
| JVMTX | PLASX | JVMTX / PLASX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 15.326 | 15.599 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 2.96B | 822% |
| Annual Yield % from dividends | 0.73 | 0.51 | 144% |
| Returns for 1 year | 21.87 | 20.16 | 108% |
| Returns for 3 years | 7.95 | -3.18 | -250% |
| Returns for 5 years | 45.44 | 30.62 | 148% |
| Returns for 10 years | 63.07 | 13.57 | 465% |
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