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JVMRX vs PMDDX
JVMRX vs PMDDX Comparison
Open Charts JVMRX vs PMDDX
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.46B
Principal Small-MidCap Dividend Inc C
Price$17.85
Change-$0.28 (-1.54%)
VolumeN/A
Net Assets1.56B
JVMRX vs PMDDX Comparison Chart
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JVMRX vs. PMDDX commentary
Jun 15, 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: 21.5B vs. PMDDX (1.56B). JVMRX pays higher dividends than PMDDX: JVMRX (0.91) vs PMDDX (0.43). 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 : 1.69 vs. JVMRX (-2.76). PMDDX return over 5 years is better than : 59.52 vs. JVMRX (52.66).
| 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 | 2.524 | -2.139 | -118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.56B | 1,377% |
| Annual Yield % from dividends | 0.91 | 0.43 | 211% |
| Returns for 1 year | -2.76 | 1.69 | -163% |
| Returns for 3 years | 17.06 | 19.63 | 87% |
| Returns for 5 years | 52.66 | 59.52 | 88% |
| Returns for 10 years | 37.73 | 40.97 | 92% |
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