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JVMCX vs PMDIX
JVMCX vs PMDIX Comparison
Open Charts JVMCX vs PMDIX
JHancock Disciplined Value Mid Cap C
Price$23.82
Change-$1.40 (-5.55%)
VolumeN/A
Net Assets21.35B
Principal Small-MidCap Dividend Inc Inst
Price$16.86
Change-$1.27 (-7.00%)
VolumeN/A
Net Assets1.6B
JVMCX vs PMDIX Comparison Chart
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JVMCX vs. PMDIX commentary
Apr 04, 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: 21.4B vs. PMDIX (1.6B). PMDIX pays higher dividends than JVMCX: PMDIX (1.51) vs JVMCX (0.00). JVMCX was incepted earlier than PMDIX: JVMCX (14 years) vs PMDIX (14 years). JVMCX (1.88) is less costly to investors than PMDIX (0.87). JVMCX is a more actively managed with annual turnover of: 47.00 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 : -0.99 vs. JVMCX (-9.44). PMDIX return over 5 years is better than : 112.59 vs. JVMCX (81.86).
| JVMCX | PMDIX | JVMCX / PMDIX | |
| Total Expense Ratio | 1.87 | 0.85 | 220% |
| Annual Report Gross Expense Ratio | 1.88 | 0.87 | 216% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -0.316 | -2.015 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 1.6B | 1,341% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | -9.44 | -0.99 | 953% |
| Returns for 3 years | -3.54 | 8.42 | -42% |
| Returns for 5 years | 81.86 | 112.59 | 73% |
| Returns for 10 years | 22.51 | 52.32 | 43% |
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