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JVMAX vs PMDAX
JVMAX vs PMDAX Comparison
Open Charts JVMAX vs PMDAX
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.02B
Principal Small-MidCap Dividend Inc A
Price$19.23
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets1.74B
JVMAX vs PMDAX Comparison Chart
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JVMAX vs. PMDAX commentary
Jan 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 JVMAX is a Hold and PMDAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23B vs. PMDAX (1.74B). 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 : 13.73 vs. JVMAX (4.82). PMDAX return over 5 years is better than : 30.62 vs. JVMAX (23.77).
| 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 | 3.777 | 3.523 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23B | 1.74B | 1,323% |
| Annual Yield % from dividends | 0.67 | 1.21 | 55% |
| Returns for 1 year | 4.82 | 13.73 | 35% |
| Returns for 3 years | -0.09 | 9.26 | -1% |
| Returns for 5 years | 23.77 | 30.62 | 78% |
| Returns for 10 years | 42.53 | 63.75 | 67% |
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