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JVMCX vs PMDIX
JVMCX vs PMDIX Comparison
Open Charts JVMCX vs PMDIX
JHancock Disciplined Value Mid Cap C
Price$27.01
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
Principal Small-MidCap Dividend Inc Inst
Price$19.18
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.55B
JVMCX vs PMDIX Comparison Chart in %
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JVMCX vs. PMDIX 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 JVMCX is a Hold and PMDIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.5B vs. PMDIX (1.55B). PMDIX pays higher dividends than JVMCX: PMDIX (1.33) vs JVMCX (0.00). JVMCX was incepted earlier than PMDIX: JVMCX (14 years) vs PMDIX (14 years). JVMCX (1.86) is less costly to investors than PMDIX (0.87). JVMCX is a more actively managed with annual turnover of: 49.00 vs. PMDIX (37.30). PMDIX has a lower initial minimum investment than JVMCX: PMDIX (0) vs JVMCX (1000). PMDIX annual gain was more profitable for investors over the last year : -3.39 vs. JVMCX (-7.96). PMDIX return over 5 years is better than : 52.84 vs. JVMCX (26.91).
| JVMCX | PMDIX | JVMCX / PMDIX | |
| Total Expense Ratio | 1.85 | 0.85 | 218% |
| Annual Report Gross Expense Ratio | 1.86 | 0.87 | 214% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 6.877 | 4.368 | 157% |
| Front Load | N/A | 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 | 0.00 | 1.33 | - |
| Returns for 1 year | -7.96 | -3.39 | 235% |
| Returns for 3 years | 9.36 | 22.33 | 42% |
| Returns for 5 years | 26.91 | 52.84 | 51% |
| Returns for 10 years | 32.70 | 69.54 | 47% |
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