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JVMRX vs PMDDX
JVMRX vs PMDDX Comparison
Open Charts JVMRX vs PMDDX
JHancock Disciplined Value Mid Cap R6
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.62B
Principal Small-MidCap Dividend Inc C
Price$16.22
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets1.45B
JVMRX vs PMDDX Comparison Chart
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JVMRX vs. PMDDX commentary
Apr 19, 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 StrongBuy and PMDDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.6B vs. PMDDX (1.45B). JVMRX pays higher dividends than PMDDX: JVMRX (0.94) vs PMDDX (0.43). JVMRX was incepted earlier than PMDDX: JVMRX (14 years) vs PMDDX (13 years). PMDDX (2.00) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. PMDDX (37.30). PMDDX has a lower initial minimum investment than JVMRX: PMDDX (1000) vs JVMRX (1000000). PMDDX annual gain was more profitable for investors over the last year : -5.50 vs. JVMRX (-10.12). PMDDX return over 5 years is better than : 61.55 vs. JVMRX (50.46).
| JVMRX | PMDDX | JVMRX / PMDDX | |
| Total Expense Ratio | 0.75 | 1.87 | 40% |
| Annual Report Gross Expense Ratio | 0.76 | 2.00 | 38% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | -7.610 | -11.075 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6B | 1.45B | 1,355% |
| Annual Yield % from dividends | 0.94 | 0.43 | 216% |
| Returns for 1 year | -10.12 | -5.50 | 184% |
| Returns for 3 years | -6.72 | -1.23 | 545% |
| Returns for 5 years | 50.46 | 61.55 | 82% |
| Returns for 10 years | 25.01 | 25.37 | 99% |