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JVMCX vs PMDIX
JVMCX vs PMDIX Comparison
Open Charts JVMCX vs PMDIX
JHancock Disciplined Value Mid Cap C
Price$29.95
Change-$0.06 (-0.20%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc Inst
Price$20.33
Change-$0.12 (-0.59%)
VolumeN/A
CapitalizationN/A
JVMCX vs PMDIX Comparison Chart
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JVMCX vs. PMDIX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. PMDIX (1.82B). PMDIX pays higher dividends than JVMCX: PMDIX (1.43) vs JVMCX (0.01). JVMCX was incepted earlier than PMDIX: JVMCX (13 years) vs PMDIX (13 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 : 35.91 vs. JVMCX (25.37). PMDIX return over 5 years is better than : 44.99 vs. JVMCX (42.59).
| JVMCX | PMDIX | JVMCX / PMDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 15.779 | 18.335 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.82B | 1,334% |
| Annual Yield % from dividends | 0.01 | 1.43 | 1% |
| Returns for 1 year | 25.37 | 35.91 | 71% |
| Returns for 3 years | 6.78 | 15.20 | 45% |
| Returns for 5 years | 42.59 | 44.99 | 95% |
| Returns for 10 years | 53.37 | 72.47 | 74% |
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