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JVMRX vs PMDAX
JVMRX vs PMDAX Comparison
Open Charts JVMRX vs PMDAX
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Principal Small-MidCap Dividend Inc A
Price$19.06
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.55B
JVMRX vs PMDAX Comparison Chart in %
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JVMRX vs. PMDAX commentary
Nov 20, 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 JVMRX is a Hold and PMDAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. PMDAX (1.55B). PMDAX pays higher dividends than JVMRX: PMDAX (1.09) vs JVMRX (0.85). JVMRX was incepted earlier than PMDAX: JVMRX (14 years) vs PMDAX (14 years). PMDAX (1.16) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. PMDAX (37.30). PMDAX has a lower initial minimum investment than JVMRX: PMDAX (1000) vs JVMRX (1000000). PMDAX annual gain was more profitable for investors over the last year : -3.68 vs. JVMRX (-6.35). PMDAX return over 5 years is better than : 51.17 vs. JVMRX (33.25).
| JVMRX | PMDAX | JVMRX / PMDAX | |
| Total Expense Ratio | 0.74 | 1.12 | 66% |
| Annual Report Gross Expense Ratio | 0.75 | 1.16 | 65% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 7.906 | 4.134 | 191% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 1.55B | 1,515% |
| Annual Yield % from dividends | 0.85 | 1.09 | 78% |
| Returns for 1 year | -6.35 | -3.68 | 172% |
| Returns for 3 years | 12.97 | 21.31 | 61% |
| Returns for 5 years | 33.25 | 51.17 | 65% |
| Returns for 10 years | 46.00 | 64.92 | 71% |
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