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JVMIX vs PABVX
JVMIX vs PABVX Comparison
Open Charts JVMIX vs PABVX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Principal MidCap Value I R5
Price$15.95
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets2.5B
JVMIX vs PABVX Comparison Chart in %
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JVMIX vs. PABVX commentary
Jul 07, 2025
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 JVMIX is a StrongBuy and PABVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. PABVX (2.5B). PABVX pays higher dividends than JVMIX: PABVX (1.23) vs JVMIX (0.78). JVMIX was incepted earlier than PABVX: JVMIX (28 years) vs PABVX (21 years). PABVX (0.90) and JVMIX (0.88) have similar cost to investors . PABVX is a more actively managed with annual turnover of: 55.30 vs. JVMIX (47.00). PABVX has a lower initial minimum investment than JVMIX: PABVX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 3.45 vs. PABVX (-4.92). JVMIX return over 5 years is better than : 62.76 vs. PABVX (39.89).
| JVMIX | PABVX | JVMIX / PABVX | |
| Total Expense Ratio | 0.87 | 0.88 | 99% |
| Annual Report Gross Expense Ratio | 0.88 | 0.90 | 98% |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | 8.423 | 3.706 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 2.5B | 903% |
| Annual Yield % from dividends | 0.78 | 1.23 | 63% |
| Returns for 1 year | 3.45 | -4.92 | -70% |
| Returns for 3 years | 23.84 | 5.96 | 400% |
| Returns for 5 years | 62.76 | 39.89 | 157% |
| Returns for 10 years | 48.34 | 18.19 | 266% |
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