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JVMRX vs PMDDX
JVMRX vs PMDDX Comparison
Open Charts JVMRX vs PMDDX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
Principal Small-MidCap Dividend Inc C
Price$18.83
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.62B
JVMRX vs PMDDX Comparison Chart in %
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JVMRX vs. PMDDX commentary
Jul 07, 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 PMDDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. PMDDX (1.62B). JVMRX pays higher dividends than PMDDX: JVMRX (0.88) vs PMDDX (0.38). 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: 49.00 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 : 7.29 vs. JVMRX (3.59). PMDDX return over 5 years is better than : 68.56 vs. JVMRX (63.32).
| 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 | 8.500 | 3.404 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.62B | 1,392% |
| Annual Yield % from dividends | 0.88 | 0.38 | 232% |
| Returns for 1 year | 3.59 | 7.29 | 49% |
| Returns for 3 years | 24.14 | 25.48 | 95% |
| Returns for 5 years | 63.32 | 68.56 | 92% |
| Returns for 10 years | 49.30 | 51.67 | 95% |
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