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JVMSX vs PABVX
JVMSX vs PABVX Comparison
Open Charts JVMSX vs PABVX
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
Principal MidCap Value I R5
Price$16.25
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.36B
JVMSX vs PABVX Comparison Chart in %
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JVMSX vs. PABVX commentary
Sep 08, 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: 24.3B vs. PABVX (2.36B). PABVX pays higher dividends than JVMSX: PABVX (1.19) vs JVMSX (0.40). JVMSX was incepted earlier than PABVX: JVMSX (14 years) vs PABVX (21 years). JVMSX (1.25) 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 : 2.46 vs. PABVX (-8.35). JVMSX return over 5 years is better than : 52.77 vs. PABVX (31.95).
| JVMSX | PABVX | JVMSX / PABVX | |
| Total Expense Ratio | 1.24 | 0.88 | 141% |
| Annual Report Gross Expense Ratio | 1.25 | 0.90 | 139% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 11.712 | 5.657 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 2.36B | 1,031% |
| Annual Yield % from dividends | 0.40 | 1.19 | 34% |
| Returns for 1 year | 2.46 | -8.35 | -29% |
| Returns for 3 years | 23.90 | 5.57 | 429% |
| Returns for 5 years | 52.77 | 31.95 | 165% |
| Returns for 10 years | 54.59 | 27.86 | 196% |
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