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JVMCX vs PMDIX
JVMCX vs PMDIX Comparison
Open Charts JVMCX vs PMDIX
JHancock Disciplined Value Mid Cap C
Price$28.06
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets24.33B
Principal Small-MidCap Dividend Inc Inst
Price$19.67
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets1.68B
JVMCX vs PMDIX Comparison Chart in %
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JVMCX vs. PMDIX commentary
Oct 27, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. PMDIX (1.68B). PMDIX pays higher dividends than JVMCX: PMDIX (1.32) 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 : 2.02 vs. JVMCX (-2.50). PMDIX return over 5 years is better than : 67.81 vs. JVMCX (41.67).
| 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 | 10.909 | 7.091 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.68B | 1,448% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | -2.50 | 2.02 | -124% |
| Returns for 3 years | 20.34 | 33.17 | 61% |
| Returns for 5 years | 41.67 | 67.81 | 61% |
| Returns for 10 years | 41.03 | 78.22 | 52% |
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