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JVMRX vs PMDDX
JVMRX vs PMDDX Comparison
Open Charts JVMRX vs PMDDX
JHancock Disciplined Value Mid Cap R6
Price$30.27
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets24.36B
Principal Small-MidCap Dividend Inc C
Price$19.38
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets1.61B
JVMRX vs PMDDX Comparison Chart in %
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JVMRX vs. PMDDX commentary
Oct 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 Hold and PMDDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. PMDDX (1.61B). JVMRX pays higher dividends than PMDDX: JVMRX (0.84) vs PMDDX (0.34). JVMRX was incepted earlier than PMDDX: JVMRX (14 years) vs PMDDX (13 years). PMDDX (2.00) is less costly to investors than JVMRX (0.75). 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 : 3.15 vs. JVMRX (0.14). PMDDX return over 5 years is better than : 72.57 vs. JVMRX (57.63).
| JVMRX | PMDDX | JVMRX / PMDDX | |
| Total Expense Ratio | 0.74 | 1.87 | 40% |
| Annual Report Gross Expense Ratio | 0.75 | 2.00 | 38% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 12.361 | 6.492 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 1.61B | 1,519% |
| Annual Yield % from dividends | 0.84 | 0.34 | 244% |
| Returns for 1 year | 0.14 | 3.15 | 4% |
| Returns for 3 years | 27.08 | 29.72 | 91% |
| Returns for 5 years | 57.63 | 72.57 | 79% |
| Returns for 10 years | 59.97 | 65.45 | 92% |
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