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JVMIX vs PMDHX
JVMIX vs PMDHX Comparison
Open Charts JVMIX vs PMDHX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc R6
Price$19.42
Change-$0.17 (-0.87%)
VolumeN/A
CapitalizationN/A
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JVMIX vs PMDHX Comparison Chart
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JVMIX vs. PMDHX 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 PMDHX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. PMDHX (1.64B). PMDHX pays higher dividends than JVMIX: PMDHX (1.48) vs JVMIX (0.84). JVMIX was incepted earlier than PMDHX: JVMIX (27 years) vs PMDHX (8 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. PMDHX (26.50). PMDHX has a lower initial minimum investment than JVMIX: PMDHX (0) vs JVMIX (250000). PMDHX annual gain was more profitable for investors over the last year : 25.92 vs. JVMIX (19.46). JVMIX return over 5 years is better than : 44.34 vs. PMDHX (40.07).
| JVMIX | PMDHX | JVMIX / PMDHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 8 years | - |
| Gain YTD | 11.144 | 11.779 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.64B | 1,429% |
| Annual Yield % from dividends | 0.84 | 1.48 | 57% |
| Returns for 1 year | 19.46 | 25.92 | 75% |
| Returns for 3 years | 13.73 | 22.33 | 61% |
| Returns for 5 years | 44.34 | 40.07 | 111% |
| Returns for 10 years | 64.87 | N/A | - |