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JVMRX vs PMDHX
JVMRX vs PMDHX Comparison
Open Charts JVMRX vs PMDHX
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.79B
Principal Small-MidCap Dividend Inc R6
Price$18.09
Change-$0.48 (-2.58%)
VolumeN/A
Net Assets1.64B
JVMRX vs PMDHX Comparison Chart
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JVMRX vs. PMDHX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.8B vs. PMDHX (1.64B). PMDHX pays higher dividends than JVMRX: PMDHX (1.63) vs JVMRX (0.96). JVMRX was incepted earlier than PMDHX: JVMRX (14 years) vs PMDHX (8 years). PMDHX (0.79) and JVMRX (0.76) have similar cost to investors . JVMRX is a more actively managed with annual turnover of: 47.00 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 : 0.61 vs. JVMRX (-4.12). PMDHX return over 5 years is better than : 79.79 vs. JVMRX (62.66).
| 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 | 8 years | - |
| Gain YTD | 3.526 | -0.158 | -2,235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 1.64B | 1,332% |
| Annual Yield % from dividends | 0.96 | 1.63 | 59% |
| Returns for 1 year | -4.12 | 0.61 | -677% |
| Returns for 3 years | 13.26 | 19.76 | 67% |
| Returns for 5 years | 62.66 | 79.79 | 79% |
| Returns for 10 years | 37.64 | N/A | - |
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