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JVMRX vs PMDHX
JVMRX vs PMDHX Comparison
Open Charts JVMRX vs PMDHX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc R6
Price$19.42
Change-$0.17 (-0.87%)
VolumeN/A
CapitalizationN/A
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JVMRX vs PMDHX Comparison Chart
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JVMRX vs. PMDHX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. PMDHX (1.64B). 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). PMDHX annual gain was more profitable for investors over the last year : 25.92 vs. JVMRX (19.58). JVMRX return over 5 years is better than : 44.82 vs. PMDHX (40.07).
| 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 | 11.221 | 11.779 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.64B | 1,429% |
| Annual Yield % from dividends | 0.93 | 1.48 | 63% |
| Returns for 1 year | 19.58 | 25.92 | 76% |
| Returns for 3 years | 13.96 | 22.33 | 62% |
| Returns for 5 years | 44.82 | 40.07 | 112% |
| Returns for 10 years | 65.88 | N/A | - |
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