Interact to see
Advertisement
Advertisement
JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.46B
Principal Small-MidCap Dividend Inc Inst
Price$18.19
Change-$0.29 (-1.57%)
VolumeN/A
Net Assets1.56B
JVMRX vs PMDIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. PMDIX commentary
Jun 15, 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 PMDIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. PMDIX (1.56B). PMDIX pays higher dividends than JVMRX: PMDIX (1.50) vs JVMRX (0.91). JVMRX was incepted earlier than PMDIX: JVMRX (14 years) vs PMDIX (14 years). PMDIX (0.87) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 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 : 2.76 vs. JVMRX (-2.76). PMDIX return over 5 years is better than : 66.42 vs. JVMRX (52.66).
| JVMRX | PMDIX | JVMRX / PMDIX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.76 | 0.87 | 87% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 2.524 | -1.691 | -149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.56B | 1,377% |
| Annual Yield % from dividends | 0.91 | 1.50 | 61% |
| Returns for 1 year | -2.76 | 2.76 | -100% |
| Returns for 3 years | 17.06 | 22.56 | 76% |
| Returns for 5 years | 52.66 | 66.42 | 79% |
| Returns for 10 years | 37.73 | 55.46 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement