JVMRX
Price
$29.59
Change
+$0.13 (+0.44%)
Updated
Oct 17 closing price
Net Assets
23.74B
PABVX
Price
$15.99
Change
+$0.03 (+0.19%)
Updated
Oct 17 closing price
Net Assets
2.3B
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JVMRX vs PABVX

Header iconJVMRX vs PABVX Comparison
Open Charts JVMRX vs PABVXBanner chart's image
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
Principal MidCap Value I R5
Price$15.99
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets2.3B
JVMRX vs PABVX Comparison Chart in %
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JVMRX vs. PABVX commentary
Oct 18, 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 JVMRX is a Hold and PABVX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. PABVX (2.3B). PABVX pays higher dividends than JVMRX: PABVX (1.18) vs JVMRX (0.84). JVMRX was incepted earlier than PABVX: JVMRX (14 years) vs PABVX (21 years). PABVX (0.90) is less costly to investors than JVMRX (0.75). PABVX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (49.00). PABVX has a lower initial minimum investment than JVMRX: PABVX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -4.79 vs. PABVX (-13.98). JVMRX return over 5 years is better than : 47.93 vs. PABVX (26.13).
JVMRXPABVXJVMRX / PABVX
Total Expense Ratio0.740.8884%
Annual Report Gross Expense Ratio0.750.9083%
Fund Existence14 years21 years-
Gain YTD9.8373.966248%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.7B2.3B1,031%
Annual Yield % from dividends0.841.1871%
Returns for 1 year-4.79-13.9834%
Returns for 3 years25.626.57390%
Returns for 5 years47.9326.13183%
Returns for 10 years52.4024.12217%
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