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JVMIX vs PMDAX
JVMIX vs PMDAX Comparison
Open Charts JVMIX vs PMDAX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc A
Price$19.20
Change-$0.17 (-0.88%)
VolumeN/A
CapitalizationN/A
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JVMIX vs PMDAX Comparison Chart
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JVMIX vs. PMDAX commentary
Sep 21, 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 JVMIX is a Buy and PMDAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. PMDAX (1.64B). PMDAX pays higher dividends than JVMIX: PMDAX (1.21) vs JVMIX (0.84). JVMIX was incepted earlier than PMDAX: JVMIX (27 years) vs PMDAX (13 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. PMDAX (26.50). PMDAX has a lower initial minimum investment than JVMIX: PMDAX (1000) vs JVMIX (250000). PMDAX annual gain was more profitable for investors over the last year : 25.48 vs. JVMIX (19.46). JVMIX return over 5 years is better than : 44.34 vs. PMDAX (38.02).
| JVMIX | PMDAX | JVMIX / PMDAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 11.144 | 11.530 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.64B | 1,429% |
| Annual Yield % from dividends | 0.84 | 1.21 | 70% |
| Returns for 1 year | 19.46 | 25.48 | 76% |
| Returns for 3 years | 13.73 | 21.44 | 64% |
| Returns for 5 years | 44.34 | 38.02 | 117% |
| Returns for 10 years | 64.87 | 64.20 | 101% |