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JVMRX vs PMDHX
JVMRX vs PMDHX Comparison
Open Charts JVMRX vs PMDHX
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc R6
Price$18.75
Change+$0.21 (+1.13%)
VolumeN/A
CapitalizationN/A
JVMRX vs PMDHX Comparison Chart
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JVMRX vs. PMDHX commentary
Dec 22, 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 PMDHX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.3B vs. PMDHX (1.69B). PMDHX pays higher dividends than JVMRX: PMDHX (1.48) vs JVMRX (0.93). JVMRX was incepted earlier than PMDHX: JVMRX (13 years) vs PMDHX (8 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. PMDHX (26.50). PMDHX has a lower initial minimum investment than JVMRX: PMDHX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 12.41 vs. PMDHX (8.74). JVMRX return over 5 years is better than : 39.58 vs. PMDHX (28.55).
| JVMRX | PMDHX | JVMRX / PMDHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 11.633 | 7.922 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 1.69B | 1,199% |
| Annual Yield % from dividends | 0.93 | 1.48 | 63% |
| Returns for 1 year | 12.41 | 8.74 | 142% |
| Returns for 3 years | 15.35 | 9.13 | 168% |
| Returns for 5 years | 39.58 | 28.55 | 139% |
| Returns for 10 years | 58.02 | N/A | - |
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