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JVMAX vs PMDAX
JVMAX vs PMDAX Comparison
Open Charts JVMAX vs PMDAX
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc A
Price$18.45
Change-$0.70 (-3.66%)
VolumeN/A
CapitalizationN/A
JVMAX vs PMDAX Comparison Chart
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JVMAX vs. PMDAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. PMDAX (1.75B). PMDAX pays higher dividends than JVMAX: PMDAX (1.21) vs JVMAX (0.67). JVMAX was incepted earlier than PMDAX: JVMAX (28 years) vs PMDAX (14 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. PMDAX (26.50). JVMAX (1000) and PMDAX (1000) have matching initial minimum investment requirements. PMDAX annual gain was more profitable for investors over the last year : 13.18 vs. JVMAX (10.66). JVMAX return over 5 years is better than : 39.81 vs. PMDAX (31.48).
| JVMAX | PMDAX | JVMAX / PMDAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 12.851 | 11.239 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.75B | 1,336% |
| Annual Yield % from dividends | 0.67 | 1.21 | 55% |
| Returns for 1 year | 10.66 | 13.18 | 81% |
| Returns for 3 years | 16.69 | 12.60 | 133% |
| Returns for 5 years | 39.81 | 31.48 | 126% |
| Returns for 10 years | 55.64 | 62.30 | 89% |
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