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JVMSX vs PABVX
JVMSX vs PABVX Comparison
Open Charts JVMSX vs PABVX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Principal MidCap Value I R5
Price$15.89
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets2.31B
JVMSX vs PABVX Comparison Chart in %
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JVMSX vs. PABVX commentary
Aug 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 JVMSX is a Buy and PABVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. PABVX (2.31B). PABVX pays higher dividends than JVMSX: PABVX (1.22) vs JVMSX (0.41). JVMSX was incepted earlier than PABVX: JVMSX (13 years) vs PABVX (21 years). JVMSX (1.26) is less costly to investors than PABVX (0.90). PABVX is a more actively managed with annual turnover of: 55.30 vs. JVMSX (49.00). JVMSX (0) and PABVX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. PABVX (-9.53). JVMSX return over 5 years is better than : 48.09 vs. PABVX (28.14).
| JVMSX | PABVX | JVMSX / PABVX | |
| Total Expense Ratio | 1.25 | 0.88 | 142% |
| Annual Report Gross Expense Ratio | 1.26 | 0.90 | 140% |
| Fund Existence | 13 years | 21 years | - |
| Gain YTD | 8.728 | 3.316 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 2.31B | 1,021% |
| Annual Yield % from dividends | 0.41 | 1.22 | 34% |
| Returns for 1 year | 0.34 | -9.53 | -4% |
| Returns for 3 years | 10.96 | -4.62 | -237% |
| Returns for 5 years | 48.09 | 28.14 | 171% |
| Returns for 10 years | 41.60 | 17.59 | 237% |
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