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JVMSX vs PABVX
JVMSX vs PABVX Comparison
Open Charts JVMSX vs PABVX
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Principal MidCap Value I R5
Price$15.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.31B
JVMSX vs PABVX Comparison Chart in %
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JVMSX vs. PABVX commentary
Dec 28, 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 Hold and PABVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. PABVX (2.31B). PABVX pays higher dividends than JVMSX: PABVX (1.18) vs JVMSX (0.40). JVMSX was incepted earlier than PABVX: JVMSX (14 years) vs PABVX (22 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 : 2.29 vs. PABVX (-1.09). JVMSX return over 5 years is better than : 22.25 vs. PABVX (8.07).
| 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 | 22 years | - |
| Gain YTD | 3.506 | 0.260 | 1,348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 2.31B | 1,036% |
| Annual Yield % from dividends | 0.40 | 1.18 | 34% |
| Returns for 1 year | 2.29 | -1.09 | -210% |
| Returns for 3 years | 15.22 | 2.98 | 511% |
| Returns for 5 years | 22.25 | 8.07 | 276% |
| Returns for 10 years | 46.26 | 34.08 | 136% |
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