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JVMCX vs PMDIX
JVMCX vs PMDIX Comparison
Open Charts JVMCX vs PMDIX
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.46B
Principal Small-MidCap Dividend Inc Inst
Price$18.19
Change-$0.29 (-1.57%)
VolumeN/A
Net Assets1.56B
JVMCX vs PMDIX Comparison Chart
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JVMCX vs. PMDIX commentary
Jun 15, 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 Buy and PMDIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. PMDIX (1.56B). PMDIX pays higher dividends than JVMCX: PMDIX (1.50) 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 : 2.76 vs. JVMCX (-4.44). PMDIX return over 5 years is better than : 66.42 vs. JVMCX (45.41).
| 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 | 2.055 | -1.691 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.56B | 1,377% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | -4.44 | 2.76 | -161% |
| Returns for 3 years | 13.31 | 22.56 | 59% |
| Returns for 5 years | 45.41 | 66.42 | 68% |
| Returns for 10 years | 25.18 | 55.46 | 45% |
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