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JVMRX vs PMDDX
JVMRX vs PMDDX Comparison
Open Charts JVMRX vs PMDDX
JHancock Disciplined Value Mid Cap R6
Price$30.05
Change+$0.68 (+2.32%)
VolumeN/A
Net Assets24.15B
Principal Small-MidCap Dividend Inc C
Price$19.48
Change+$0.53 (+2.80%)
VolumeN/A
Net Assets1.63B
JVMRX vs PMDDX Comparison Chart in %
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JVMRX vs. PMDDX commentary
Aug 25, 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: 24.2B vs. PMDDX (1.63B). JVMRX pays higher dividends than PMDDX: JVMRX (0.86) vs PMDDX (0.37). 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 : 6.23 vs. JVMRX (1.99). PMDDX return over 5 years is better than : 69.90 vs. JVMRX (57.76).
| 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 | 11.544 | 6.973 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.63B | 1,481% |
| Annual Yield % from dividends | 0.86 | 0.37 | 232% |
| Returns for 1 year | 1.99 | 6.23 | 32% |
| Returns for 3 years | 18.91 | 20.33 | 93% |
| Returns for 5 years | 57.76 | 69.90 | 83% |
| Returns for 10 years | 67.30 | 74.78 | 90% |
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