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JVMRX vs PMDDX
JVMRX vs PMDDX Comparison
Open Charts JVMRX vs PMDDX
JHancock Disciplined Value Mid Cap R6
Price$27.52
Change+$0.28 (+1.03%)
VolumeN/A
Net Assets22.5B
Principal Small-MidCap Dividend Inc C
Price$18.47
Change+$0.16 (+0.87%)
VolumeN/A
Net Assets1.67B
JVMRX vs PMDDX Comparison Chart
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JVMRX vs. PMDDX commentary
Mar 03, 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: 22.5B vs. PMDDX (1.67B). JVMRX pays higher dividends than PMDDX: JVMRX (0.93) vs PMDDX (0.54). JVMRX was incepted earlier than PMDDX: JVMRX (14 years) vs PMDDX (13 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 : 5.04 vs. JVMRX (-2.54). PMDDX (45.27) and JVMRX (44.26) have equivalent 5 years return.
| JVMRX | PMDDX | JVMRX / PMDDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 2.153 | 1.150 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.67B | 1,344% |
| Annual Yield % from dividends | 0.93 | 0.54 | 172% |
| Returns for 1 year | -2.54 | 5.04 | -50% |
| Returns for 3 years | 5.62 | 11.55 | 49% |
| Returns for 5 years | 44.26 | 45.27 | 98% |
| Returns for 10 years | 38.61 | 43.58 | 89% |
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