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JVMRX vs PMDHX
JVMRX vs PMDHX Comparison
Open Charts JVMRX vs PMDHX
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Principal Small-MidCap Dividend Inc R6
Price$19.30
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets1.55B
JVMRX vs PMDHX Comparison Chart in %
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JVMRX vs. PMDHX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. PMDHX (1.55B). PMDHX pays higher dividends than JVMRX: PMDHX (1.39) vs JVMRX (0.85). 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 : -3.30 vs. JVMRX (-6.35). PMDHX return over 5 years is better than : 53.40 vs. JVMRX (33.25).
| 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 | 7.906 | 4.453 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 1.55B | 1,515% |
| Annual Yield % from dividends | 0.85 | 1.39 | 61% |
| Returns for 1 year | -6.35 | -3.30 | 192% |
| Returns for 3 years | 12.97 | 22.63 | 57% |
| Returns for 5 years | 33.25 | 53.40 | 62% |
| Returns for 10 years | 46.00 | N/A | - |
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