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JVMRX vs PMDDX
JVMRX vs PMDDX Comparison
Open Charts JVMRX vs PMDDX
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change+$0.05 (+0.18%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc C
Price$18.51
Change+$0.04 (+0.22%)
VolumeN/A
CapitalizationN/A
JVMRX vs PMDDX Comparison Chart
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JVMRX vs. PMDDX commentary
Dec 27, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. PMDDX (1.71B). JVMRX pays higher dividends than PMDDX: JVMRX (0.93) vs PMDDX (0.54). JVMRX was incepted earlier than PMDDX: JVMRX (13 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 : 7.16 vs. JVMRX (0.13). JVMRX (25.68) and PMDDX (24.67) 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 | 13 years | 13 years | - |
| Gain YTD | 0.566 | 8.098 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.71B | 1,321% |
| Annual Yield % from dividends | 0.93 | 0.54 | 172% |
| Returns for 1 year | 0.13 | 7.16 | 2% |
| Returns for 3 years | 1.01 | 4.80 | 21% |
| Returns for 5 years | 25.68 | 24.67 | 104% |
| Returns for 10 years | 41.58 | 45.60 | 91% |
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