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JVMCX vs PMDIX
JVMCX vs PMDIX Comparison
Open Charts JVMCX vs PMDIX
JHancock Disciplined Value Mid Cap C
Price$24.00
Change+$0.40 (+1.69%)
VolumeN/A
Net Assets19.84B
Principal Small-MidCap Dividend Inc Inst
Price$17.13
Change+$0.31 (+1.84%)
VolumeN/A
Net Assets1.47B
JVMCX vs PMDIX Comparison Chart
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JVMCX vs. PMDIX commentary
Apr 25, 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: 19.8B vs. PMDIX (1.47B). 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 : -5.55 vs. JVMCX (-12.37). PMDIX return over 5 years is better than : 73.56 vs. JVMCX (47.16).
| 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 | -6.719 | -9.095 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 1.47B | 1,345% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | -12.37 | -5.55 | 223% |
| Returns for 3 years | -7.22 | 3.63 | -199% |
| Returns for 5 years | 47.16 | 73.56 | 64% |
| Returns for 10 years | 14.86 | 41.51 | 36% |
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