Interact to see
Advertisement
Advertisement
JVMAX vs PMDHX
JVMAX vs PMDHX Comparison
Open Charts JVMAX vs PMDHX
JHancock Disciplined Value Mid Cap A
Price$27.32
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
Principal Small-MidCap Dividend Inc R6
Price$19.30
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets1.55B
JVMAX vs PMDHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. PMDHX commentary
Nov 20, 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 PMDHX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.5B vs. PMDHX (1.55B). PMDHX pays higher dividends than JVMAX: PMDHX (1.39) vs JVMAX (0.56). JVMAX was incepted earlier than PMDHX: JVMAX (28 years) vs PMDHX (9 years). JVMAX (1.11) is less costly to investors than PMDHX (0.79). JVMAX is a more actively managed with annual turnover of: 49.00 vs. PMDHX (37.30). PMDHX has a lower initial minimum investment than JVMAX: PMDHX (0) vs JVMAX (1000). PMDHX annual gain was more profitable for investors over the last year : -3.30 vs. JVMAX (-7.23). PMDHX return over 5 years is better than : 53.40 vs. JVMAX (30.06).
| JVMAX | PMDHX | JVMAX / PMDHX | |
| Total Expense Ratio | 1.10 | 0.79 | 139% |
| Annual Report Gross Expense Ratio | 1.11 | 0.79 | 141% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 7.592 | 4.453 | 170% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 1.55B | 1,515% |
| Annual Yield % from dividends | 0.56 | 1.39 | 40% |
| Returns for 1 year | -7.23 | -3.30 | 219% |
| Returns for 3 years | 11.06 | 22.63 | 49% |
| Returns for 5 years | 30.06 | 53.40 | 56% |
| Returns for 10 years | 39.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FEM | 26.67 | 0.05 | +0.18% |
| First Trust Emerging Mrkts AlphaDEX® ETF | |||
| HSBH | 78.79 | 0.07 | +0.09% |
| HSBC HOLDINGS PLC ADRHEDGED HSBH | |||
| QLVE | 29.57 | N/A | N/A |
| FlexShares EMs Quality Lw Vol ETF | |||
| XT | 72.25 | -0.06 | -0.09% |
| iShares Future Exponential Techs ETF | |||
| JHPI | 22.85 | -0.03 | -0.13% |
| JHancock Preferred Income ETF | |||