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JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
Principal Small-MidCap Dividend Inc Inst
Price$16.86
Change-$1.27 (-7.00%)
VolumeN/A
Net Assets1.6B
JVMRX vs PMDIX Comparison Chart
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JVMRX vs. PMDIX commentary
Apr 04, 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: 21.4B vs. PMDIX (1.6B). PMDIX pays higher dividends than JVMRX: PMDIX (1.51) vs JVMRX (0.94). 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 : -0.99 vs. JVMRX (-7.83). PMDIX return over 5 years is better than : 112.59 vs. JVMRX (90.92).
| 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 | -0.037 | -2.015 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 1.6B | 1,341% |
| Annual Yield % from dividends | 0.94 | 1.51 | 62% |
| Returns for 1 year | -7.83 | -0.99 | 790% |
| Returns for 3 years | -0.32 | 8.42 | -4% |
| Returns for 5 years | 90.92 | 112.59 | 81% |
| Returns for 10 years | 34.80 | 52.32 | 67% |
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