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JVMRX vs PMDHX
JVMRX vs PMDHX Comparison
Open Charts JVMRX vs PMDHX
JHancock Disciplined Value Mid Cap R6
Price$29.81
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
Principal Small-MidCap Dividend Inc R6
Price$19.63
Change-$0.13 (-0.66%)
VolumeN/A
Net Assets1.61B
JVMRX vs PMDHX Comparison Chart in %
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JVMRX vs. PMDHX commentary
Sep 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 Hold and PMDHX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. PMDHX (1.61B). PMDHX pays higher dividends than JVMRX: PMDHX (1.38) vs JVMRX (0.84). JVMRX was incepted earlier than PMDHX: JVMRX (14 years) vs PMDHX (9 years). PMDHX (0.79) is less costly to investors than JVMRX (0.75). 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 : 3.82 vs. JVMRX (-0.10). PMDHX return over 5 years is better than : 87.23 vs. JVMRX (62.22).
| JVMRX | PMDHX | JVMRX / PMDHX | |
| Total Expense Ratio | 0.74 | 0.79 | 94% |
| Annual Report Gross Expense Ratio | 0.75 | 0.79 | 95% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 11.581 | 7.054 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.61B | 1,503% |
| Annual Yield % from dividends | 0.84 | 1.38 | 61% |
| Returns for 1 year | -0.10 | 3.82 | -2% |
| Returns for 3 years | 34.68 | 40.65 | 85% |
| Returns for 5 years | 62.22 | 87.23 | 71% |
| Returns for 10 years | 66.13 | N/A | - |