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JVMRX vs PMDDX
JVMRX vs PMDDX Comparison
Open Charts JVMRX vs PMDDX
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Principal Small-MidCap Dividend Inc C
Price$17.37
Change+$0.21 (+1.22%)
VolumeN/A
Net Assets1.56B
JVMRX vs PMDDX Comparison Chart
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JVMRX vs. PMDDX commentary
May 09, 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: 20.6B vs. PMDDX (1.56B). JVMRX pays higher dividends than PMDDX: JVMRX (0.96) vs PMDDX (0.45). 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 : -4.51 vs. JVMRX (-7.91). PMDDX return over 5 years is better than : 62.34 vs. JVMRX (53.53).
| 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 | -2.227 | -5.922 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 1.56B | 1,321% |
| Annual Yield % from dividends | 0.96 | 0.45 | 214% |
| Returns for 1 year | -7.91 | -4.51 | 175% |
| Returns for 3 years | 5.83 | 10.12 | 58% |
| Returns for 5 years | 53.53 | 62.34 | 86% |
| Returns for 10 years | 31.98 | 35.13 | 91% |
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