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JVMRX vs PMDHX
JVMRX vs PMDHX Comparison
Open Charts JVMRX vs PMDHX
JHancock Disciplined Value Mid Cap R6
Price$28.70
Change-$0.47 (-1.61%)
VolumeN/A
Net Assets22.6B
Principal Small-MidCap Dividend Inc R6
Price$18.76
Change-$0.33 (-1.73%)
VolumeN/A
Net Assets1.6B
JVMRX vs PMDHX Comparison Chart in %
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JVMRX vs. PMDHX commentary
Jul 16, 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 PMDHX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. PMDHX (1.61B). PMDHX pays higher dividends than JVMRX: PMDHX (1.46) vs JVMRX (0.88). JVMRX was incepted earlier than PMDHX: JVMRX (14 years) vs PMDHX (9 years). PMDHX (0.79) and JVMRX (0.76) have similar cost to investors . JVMRX is a more actively managed with annual turnover of: 49.00 vs. PMDHX (37.30). 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 : 2.76 vs. JVMRX (0.21). PMDHX return over 5 years is better than : 71.88 vs. JVMRX (58.25).
| JVMRX | PMDHX | JVMRX / PMDHX | |
| Total Expense Ratio | 0.75 | 0.79 | 95% |
| Annual Report Gross Expense Ratio | 0.76 | 0.79 | 96% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 8.278 | 3.079 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.61B | 1,408% |
| Annual Yield % from dividends | 0.88 | 1.46 | 60% |
| Returns for 1 year | 0.21 | 2.76 | 8% |
| Returns for 3 years | 24.51 | 28.23 | 87% |
| Returns for 5 years | 58.25 | 71.88 | 81% |
| Returns for 10 years | 47.21 | N/A | - |
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