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JVMCX vs PMDIX
JVMCX vs PMDIX Comparison
Open Charts JVMCX vs PMDIX
JHancock Disciplined Value Mid Cap C
Price$28.35
Change+$0.31 (+1.11%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc Inst
Price$18.64
Change+$0.20 (+1.08%)
VolumeN/A
CapitalizationN/A
JVMCX vs PMDIX Comparison Chart
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JVMCX vs. PMDIX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.3B vs. PMDIX (1.69B). PMDIX pays higher dividends than JVMCX: PMDIX (1.43) vs JVMCX (0.01). JVMCX was incepted earlier than PMDIX: JVMCX (13 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 : 8.67 vs. JVMCX (-1.52). PMDIX return over 5 years is better than : 28.15 vs. JVMCX (18.48).
| JVMCX | PMDIX | JVMCX / PMDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -2.199 | 7.861 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 1.69B | 1,199% |
| Annual Yield % from dividends | 0.01 | 1.43 | 1% |
| Returns for 1 year | -1.52 | 8.67 | -17% |
| Returns for 3 years | -0.46 | 8.93 | -5% |
| Returns for 5 years | 18.48 | 28.15 | 66% |
| Returns for 10 years | 28.05 | 60.02 | 47% |
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