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JVMRX vs PMDAX
JVMRX vs PMDAX Comparison
Open Charts JVMRX vs PMDAX
JHancock Disciplined Value Mid Cap R6
Price$28.78
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets22.24B
Principal Small-MidCap Dividend Inc A
Price$18.60
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets1.58B
JVMRX vs PMDAX Comparison Chart in %
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JVMRX vs. PMDAX commentary
Jul 17, 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 Buy and PMDAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.2B vs. PMDAX (1.58B). PMDAX pays higher dividends than JVMRX: PMDAX (1.15) vs JVMRX (0.88). JVMRX was incepted earlier than PMDAX: JVMRX (14 years) vs PMDAX (14 years). PMDAX (1.16) is less costly to investors than JVMRX (0.76). 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 : -2.08 vs. JVMRX (-3.47). PMDAX return over 5 years is better than : 66.14 vs. JVMRX (55.29).
| JVMRX | PMDAX | JVMRX / PMDAX | |
| Total Expense Ratio | 0.75 | 1.12 | 67% |
| Annual Report Gross Expense Ratio | 0.76 | 1.16 | 66% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 6.533 | 1.088 | 600% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.2B | 1.58B | 1,409% |
| Annual Yield % from dividends | 0.88 | 1.15 | 77% |
| Returns for 1 year | -3.47 | -2.08 | 167% |
| Returns for 3 years | 22.50 | 24.77 | 91% |
| Returns for 5 years | 55.29 | 66.14 | 84% |
| Returns for 10 years | 44.84 | 58.17 | 77% |
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