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JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$32.27
Change+$0.32 (+1.00%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc Inst
Price$20.61
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JVMRX vs PMDIX Comparison Chart
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JVMRX vs. PMDIX commentary
Nov 23, 2024
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 PMDIX is a StrongSell.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. PMDIX (1.83B). PMDIX pays higher dividends than JVMRX: PMDIX (1.43) vs JVMRX (0.93). JVMRX was incepted earlier than PMDIX: JVMRX (13 years) vs PMDIX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. PMDIX (26.50). PMDIX has a lower initial minimum investment than JVMRX: PMDIX (0) vs JVMRX (1000000). PMDIX annual gain was more profitable for investors over the last year : 30.73 vs. JVMRX (22.22). JVMRX (48.67) and PMDIX (46.32) have equivalent 5 years return.
| JVMRX | PMDIX | JVMRX / PMDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 16.776 | 19.261 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.83B | 1,320% |
| Annual Yield % from dividends | 0.93 | 1.43 | 65% |
| Returns for 1 year | 22.22 | 30.73 | 72% |
| Returns for 3 years | 11.32 | 16.87 | 67% |
| Returns for 5 years | 48.67 | 46.32 | 105% |
| Returns for 10 years | 64.67 | 72.00 | 90% |
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