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JVMRX vs PMDAX
JVMRX vs PMDAX Comparison
Open Charts JVMRX vs PMDAX
JHancock Disciplined Value Mid Cap R6
Price$27.58
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.46B
Principal Small-MidCap Dividend Inc A
Price$17.99
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.59B
JVMRX vs PMDAX Comparison Chart
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JVMRX vs. PMDAX commentary
Jun 06, 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: 21.5B vs. PMDAX (1.59B). PMDAX pays higher dividends than JVMRX: PMDAX (1.23) vs JVMRX (0.91). 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: 47.00 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 : 1.42 vs. JVMRX (-3.44). PMDAX return over 5 years is better than : 50.39 vs. JVMRX (40.08).
| 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 | 2.339 | -2.147 | -109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.59B | 1,356% |
| Annual Yield % from dividends | 0.91 | 1.23 | 74% |
| Returns for 1 year | -3.44 | 1.42 | -242% |
| Returns for 3 years | 5.97 | 9.99 | 60% |
| Returns for 5 years | 40.08 | 50.39 | 80% |
| Returns for 10 years | 38.60 | 52.00 | 74% |
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