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JVMAX vs PMDAX
JVMAX vs PMDAX Comparison
Open Charts JVMAX vs PMDAX
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
Principal Small-MidCap Dividend Inc A
Price$16.73
Change+$1.33 (+8.64%)
VolumeN/A
Net Assets1.36B
JVMAX vs PMDAX Comparison Chart
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JVMAX vs. PMDAX commentary
Apr 11, 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 JVMAX is a Hold and PMDAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. PMDAX (1.36B). PMDAX pays higher dividends than JVMAX: PMDAX (1.24) vs JVMAX (0.61). JVMAX was incepted earlier than PMDAX: JVMAX (28 years) vs PMDAX (14 years). PMDAX (1.16) and JVMAX (1.13) have similar cost to investors . JVMAX is a more actively managed with annual turnover of: 47.00 vs. PMDAX (37.30). PMDAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX (1000) and PMDAX (1000) have matching initial minimum investment requirements. PMDAX annual gain was more profitable for investors over the last year : -15.85 vs. JVMAX (-20.84). PMDAX return over 5 years is better than : 51.66 vs. JVMAX (36.10).
| JVMAX | PMDAX | JVMAX / PMDAX | |
| Total Expense Ratio | 1.12 | 1.12 | 100% |
| Annual Report Gross Expense Ratio | 1.13 | 1.16 | 97% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -13.336 | -16.282 | 82% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 1.36B | 1,361% |
| Annual Yield % from dividends | 0.61 | 1.24 | 49% |
| Returns for 1 year | -20.84 | -15.85 | 131% |
| Returns for 3 years | -13.99 | -5.84 | 240% |
| Returns for 5 years | 36.10 | 51.66 | 70% |
| Returns for 10 years | 11.67 | 27.17 | 43% |
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