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JVMRX vs PMDHX
JVMRX vs PMDHX Comparison
Open Charts JVMRX vs PMDHX
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
Principal Small-MidCap Dividend Inc R6
Price$16.96
Change-$1.27 (-6.97%)
VolumeN/A
Net Assets1.6B
JVMRX vs PMDHX Comparison Chart
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JVMRX vs. PMDHX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.4B vs. PMDHX (1.6B). 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 : -0.92 vs. JVMRX (-7.83). PMDHX return over 5 years is better than : 113.32 vs. JVMRX (90.92).
| 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 | -0.037 | -1.986 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 1.6B | 1,341% |
| Annual Yield % from dividends | 0.94 | 1.57 | 60% |
| Returns for 1 year | -7.83 | -0.92 | 854% |
| Returns for 3 years | -0.32 | 8.59 | -4% |
| Returns for 5 years | 90.92 | 113.32 | 80% |
| Returns for 10 years | 34.80 | N/A | - |
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