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JVMCX vs PMDIX
JVMCX vs PMDIX Comparison
Open Charts JVMCX vs PMDIX
JHancock Disciplined Value Mid Cap C
Price$25.79
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
Principal Small-MidCap Dividend Inc Inst
Price$18.73
Change-$0.32 (-1.68%)
VolumeN/A
Net Assets1.67B
JVMCX vs PMDIX Comparison Chart
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JVMCX vs. PMDIX commentary
Feb 23, 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 StrongBuy and PMDIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.5B vs. PMDIX (1.67B). PMDIX pays higher dividends than JVMCX: PMDIX (1.43) vs JVMCX (0.01). JVMCX was incepted earlier than PMDIX: JVMCX (14 years) vs PMDIX (14 years). JVMCX is a more actively managed with annual turnover of: 41.00 vs. PMDIX (26.50). 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 : 6.44 vs. JVMCX (-3.41). PMDIX return over 5 years is better than : 31.58 vs. JVMCX (19.69).
| JVMCX | PMDIX | JVMCX / PMDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 1.937 | 0.862 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.67B | 1,348% |
| Annual Yield % from dividends | 0.01 | 1.43 | 1% |
| Returns for 1 year | -3.41 | 6.44 | -53% |
| Returns for 3 years | 0.68 | 12.53 | 5% |
| Returns for 5 years | 19.69 | 31.58 | 62% |
| Returns for 10 years | 25.70 | 56.91 | 45% |
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