Interact to see
Advertisement
Advertisement
JVMRX vs PABVX
JVMRX vs PABVX Comparison
Open Charts JVMRX vs PABVX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
Principal MidCap Value I R5
Price$15.95
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets2.5B
JVMRX vs PABVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX 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 JVMRX is a StrongBuy and PABVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. PABVX (2.5B). PABVX pays higher dividends than JVMRX: PABVX (1.23) vs JVMRX (0.88). JVMRX was incepted earlier than PABVX: JVMRX (14 years) vs PABVX (21 years). PABVX (0.90) is less costly to investors than JVMRX (0.76). PABVX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (47.00). 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 : 3.59 vs. PABVX (-4.92). JVMRX return over 5 years is better than : 63.32 vs. PABVX (39.89).
| JVMRX | PABVX | JVMRX / PABVX | |
| Total Expense Ratio | 0.75 | 0.88 | 85% |
| Annual Report Gross Expense Ratio | 0.76 | 0.90 | 84% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 8.500 | 3.706 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 2.5B | 903% |
| Annual Yield % from dividends | 0.88 | 1.23 | 71% |
| Returns for 1 year | 3.59 | -4.92 | -73% |
| Returns for 3 years | 24.14 | 5.96 | 405% |
| Returns for 5 years | 63.32 | 39.89 | 159% |
| Returns for 10 years | 49.30 | 18.19 | 271% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers