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JVMRX vs PMDDX
JVMRX vs PMDDX Comparison
Open Charts JVMRX vs PMDDX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc C
Price$19.00
Change-$0.17 (-0.89%)
VolumeN/A
CapitalizationN/A
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JVMRX vs PMDDX Comparison Chart
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JVMRX vs. PMDDX 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 PMDDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. PMDDX (1.64B). JVMRX pays higher dividends than PMDDX: JVMRX (0.93) vs PMDDX (0.54). JVMRX was incepted earlier than PMDDX: JVMRX (13 years) vs PMDDX (12 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. PMDDX (26.50). 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 : 24.54 vs. JVMRX (19.58). JVMRX return over 5 years is better than : 44.82 vs. PMDDX (33.96).
| JVMRX | PMDDX | JVMRX / PMDDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 11.221 | 10.960 | 102% |
| 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 | 0.54 | 172% |
| Returns for 1 year | 19.58 | 24.54 | 80% |
| Returns for 3 years | 13.96 | 19.56 | 71% |
| Returns for 5 years | 44.82 | 33.96 | 132% |
| Returns for 10 years | 65.88 | 53.11 | 124% |