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JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Principal Small-MidCap Dividend Inc Inst
Price$19.18
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.55B
JVMRX vs PMDIX Comparison Chart in %
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JVMRX vs. PMDIX 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 PMDIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. PMDIX (1.55B). PMDIX pays higher dividends than JVMRX: PMDIX (1.33) vs JVMRX (0.85). JVMRX was incepted earlier than PMDIX: JVMRX (14 years) vs PMDIX (14 years). PMDIX (0.87) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. PMDIX (37.30). 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 : -3.39 vs. JVMRX (-6.35). PMDIX return over 5 years is better than : 52.84 vs. JVMRX (33.25).
| JVMRX | PMDIX | JVMRX / PMDIX | |
| Total Expense Ratio | 0.74 | 0.85 | 87% |
| Annual Report Gross Expense Ratio | 0.75 | 0.87 | 86% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 7.906 | 4.368 | 181% |
| 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 | 1.33 | 64% |
| Returns for 1 year | -6.35 | -3.39 | 187% |
| Returns for 3 years | 12.97 | 22.33 | 58% |
| Returns for 5 years | 33.25 | 52.84 | 63% |
| Returns for 10 years | 46.00 | 69.54 | 66% |
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