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JVMRX vs PMDAX
JVMRX vs PMDAX Comparison
Open Charts JVMRX vs PMDAX
JHancock Disciplined Value Mid Cap R6
Price$30.43
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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JVMRX vs PMDAX Comparison Chart
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JVMRX 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 JVMRX is a Buy and PMDAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. PMDAX (1.64B). PMDAX pays higher dividends than JVMRX: PMDAX (1.21) vs JVMRX (0.93). JVMRX was incepted earlier than PMDAX: JVMRX (13 years) vs PMDAX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. PMDAX (26.50). 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 : 25.48 vs. JVMRX (19.58). JVMRX return over 5 years is better than : 44.82 vs. PMDAX (38.02).
| JVMRX | PMDAX | JVMRX / PMDAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 11.221 | 11.530 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.64B | 1,429% |
| Annual Yield % from dividends | 0.93 | 1.21 | 77% |
| Returns for 1 year | 19.58 | 25.48 | 77% |
| Returns for 3 years | 13.96 | 21.44 | 65% |
| Returns for 5 years | 44.82 | 38.02 | 118% |
| Returns for 10 years | 65.88 | 64.20 | 103% |
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