JVMRX
Price
$25.55
Change
-$0.10 (-0.39%)
Updated
Apr 25 closing price
Net Assets
20.17B
PMDHX
Price
$17.18
Change
-$0.05 (-0.29%)
Updated
Apr 25 closing price
Net Assets
1.5B
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JVMRX vs PMDHX

Header iconJVMRX vs PMDHX Comparison
Open Charts JVMRX vs PMDHXBanner chart's image
JHancock Disciplined Value Mid Cap R6
Price$25.55
Change-$0.10 (-0.39%)
VolumeN/A
Net Assets20.17B
Principal Small-MidCap Dividend Inc R6
Price$17.18
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets1.5B
JVMRX vs PMDHX Comparison Chart
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JVMRX vs. PMDHX commentary
Apr 26, 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.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.2B vs. PMDHX (1.5B). PMDHX pays higher dividends than JVMRX: PMDHX (1.57) vs JVMRX (0.94). 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 : -2.71 vs. JVMRX (-9.03). PMDHX return over 5 years is better than : 77.35 vs. JVMRX (57.19).
JVMRXPMDHXJVMRX / PMDHX
Total Expense Ratio0.750.7995%
Annual Report Gross Expense Ratio0.760.7996%
Fund Existence14 years8 years-
Gain YTD-4.788-7.36265%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets20.2B1.5B1,348%
Annual Yield % from dividends0.941.5760%
Returns for 1 year-9.03-2.71334%
Returns for 3 years-0.328.42-4%
Returns for 5 years57.1977.3574%
Returns for 10 years28.52N/A-
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