Ad is loading...
Ad is loading...
JVMAX vs PMDAX
JVMAX vs PMDAX Comparison
Open Charts JVMAX vs PMDAX
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc A
Price$19.90
Change-$0.11 (-0.55%)
VolumeN/A
CapitalizationN/A
JVMAX vs PMDAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. PMDAX commentary
Nov 18, 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 Buy and PMDAX is a Sell.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. PMDAX (1.78B). PMDAX pays higher dividends than JVMAX: PMDAX (1.21) vs JVMAX (0.67). JVMAX was incepted earlier than PMDAX: JVMAX (27 years) vs PMDAX (13 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 : 28.07 vs. JVMAX (21.07). JVMAX return over 5 years is better than : 42.69 vs. PMDAX (39.81).
| JVMAX | PMDAX | JVMAX / PMDAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 14.313 | 15.596 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 1.78B | 1,334% |
| Annual Yield % from dividends | 0.67 | 1.21 | 55% |
| Returns for 1 year | 21.07 | 28.07 | 75% |
| Returns for 3 years | 6.26 | 11.64 | 54% |
| Returns for 5 years | 42.69 | 39.81 | 107% |
| Returns for 10 years | 56.97 | 63.66 | 89% |
View a ticker or compare two or three
VS
VS
Ad is loading...