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JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc Inst
Price$18.64
Change+$0.20 (+1.08%)
VolumeN/A
CapitalizationN/A
JVMRX vs PMDIX Comparison Chart
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JVMRX vs. PMDIX commentary
Dec 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.3B vs. PMDIX (1.69B). PMDIX pays higher dividends than JVMRX: PMDIX (1.43) vs JVMRX (0.93). JVMRX was incepted earlier than PMDIX: JVMRX (13 years) vs PMDIX (14 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). JVMRX annual gain was more profitable for investors over the last year : 12.41 vs. PMDIX (8.67). JVMRX return over 5 years is better than : 39.58 vs. PMDIX (28.15).
| JVMRX | PMDIX | JVMRX / PMDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 11.633 | 7.861 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 1.69B | 1,199% |
| Annual Yield % from dividends | 0.93 | 1.43 | 65% |
| Returns for 1 year | 12.41 | 8.67 | 143% |
| Returns for 3 years | 15.35 | 8.93 | 172% |
| Returns for 5 years | 39.58 | 28.15 | 141% |
| Returns for 10 years | 58.02 | 60.02 | 97% |
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