JVMRX
Price
$29.09
Change
-$0.12 (-0.41%)
Updated
Jul 31 closing price
Net Assets
22.88B
PMDDX
Price
$18.58
Change
-$0.10 (-0.54%)
Updated
Jul 31 closing price
Net Assets
1.6B
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JVMRX vs PMDDX

Header iconJVMRX vs PMDDX Comparison
Open Charts JVMRX vs PMDDXBanner chart's image
JHancock Disciplined Value Mid Cap R6
Price$29.09
Change-$0.12 (-0.41%)
VolumeN/A
Net Assets22.88B
Principal Small-MidCap Dividend Inc C
Price$18.58
Change-$0.10 (-0.54%)
VolumeN/A
Net Assets1.6B
JVMRX vs PMDDX Comparison Chart in %
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JVMRX vs. PMDDX commentary
Aug 01, 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 Hold and PMDDX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. PMDDX (1.6B). 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 : -1.03 vs. JVMRX (-2.02). PMDDX return over 5 years is better than : 62.51 vs. JVMRX (56.80).
JVMRXPMDDXJVMRX / PMDDX
Total Expense Ratio0.751.8740%
Annual Report Gross Expense Ratio0.762.0038%
Fund Existence14 years13 years-
Gain YTD8.4262.580327%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets22.9B1.6B1,432%
Annual Yield % from dividends0.880.38232%
Returns for 1 year-2.02-1.03195%
Returns for 3 years16.4914.75112%
Returns for 5 years56.8062.5191%
Returns for 10 years47.6952.3891%
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