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JVMRX vs PMDDX
JVMRX vs PMDDX Comparison
Open Charts JVMRX vs PMDDX
JHancock Disciplined Value Mid Cap R6
Price$28.19
Change+$0.26 (+0.93%)
VolumeN/A
Net Assets23.09B
Principal Small-MidCap Dividend Inc C
Price$19.09
Change+$0.21 (+1.11%)
VolumeN/A
Net Assets1.73B
JVMRX vs PMDDX Comparison Chart
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JVMRX vs. PMDDX commentary
Jan 31, 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 StrongBuy and PMDDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. PMDDX (1.73B). 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 : 12.06 vs. JVMRX (4.64). PMDDX (32.37) and JVMRX (31.79) 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 | 3.675 | 3.395 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.73B | 1,334% |
| Annual Yield % from dividends | 0.93 | 0.54 | 172% |
| Returns for 1 year | 4.64 | 12.06 | 38% |
| Returns for 3 years | 4.90 | 11.04 | 44% |
| Returns for 5 years | 31.79 | 32.37 | 98% |
| Returns for 10 years | 48.05 | 51.19 | 94% |
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