Ad is loading...
JVMAX vs PMDAX
JVMAX vs PMDAX Comparison
Open Charts JVMAX vs PMDAX
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
Principal Small-MidCap Dividend Inc A
Price$18.61
Change-$0.32 (-1.69%)
VolumeN/A
Net Assets1.67B
JVMAX vs PMDAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. PMDAX commentary
Feb 23, 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 StrongBuy and PMDAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. PMDAX (1.67B). 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 : 7.96 vs. JVMAX (-0.93). PMDAX return over 5 years is better than : 32.39 vs. JVMAX (24.80).
| 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 | 3.816 | 2.602 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.67B | 1,348% |
| Annual Yield % from dividends | 0.67 | 1.21 | 55% |
| Returns for 1 year | -0.93 | 7.96 | -12% |
| Returns for 3 years | 4.03 | 13.80 | 29% |
| Returns for 5 years | 24.80 | 32.39 | 77% |
| Returns for 10 years | 34.49 | 55.31 | 62% |
View a ticker or compare two or three
VS
VS
Ad is loading...