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JVMRX vs PMDAX
JVMRX vs PMDAX Comparison
Open Charts JVMRX vs PMDAX
JHancock Disciplined Value Mid Cap R6
Price$29.98
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
Principal Small-MidCap Dividend Inc A
Price$19.66
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets1.62B
JVMRX vs PMDAX Comparison Chart in %
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JVMRX vs. PMDAX commentary
Aug 29, 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: 24B vs. PMDAX (1.62B). PMDAX pays higher dividends than JVMRX: PMDAX (1.13) vs JVMRX (0.86). 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 : 5.26 vs. JVMRX (0.90). PMDAX return over 5 years is better than : 71.45 vs. JVMRX (53.09).
| 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 | 11.507 | 7.526 | 153% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 1.62B | 1,478% |
| Annual Yield % from dividends | 0.86 | 1.13 | 77% |
| Returns for 1 year | 0.90 | 5.26 | 17% |
| Returns for 3 years | 20.98 | 25.29 | 83% |
| Returns for 5 years | 53.09 | 71.45 | 74% |
| Returns for 10 years | 58.84 | 79.48 | 74% |
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