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JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$25.85
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets20.25B
Principal Small-MidCap Dividend Inc Inst
Price$17.27
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets1.54B
JVMRX vs PMDIX Comparison Chart
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JVMRX vs. PMDIX commentary
May 02, 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: 20.2B vs. PMDIX (1.54B). PMDIX pays higher dividends than JVMRX: PMDIX (1.56) vs JVMRX (0.96). 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 : -1.57 vs. JVMRX (-7.39). PMDIX return over 5 years is better than : 72.43 vs. JVMRX (56.12).
| 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 | -4.195 | -7.041 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.2B | 1.54B | 1,315% |
| Annual Yield % from dividends | 0.96 | 1.56 | 61% |
| Returns for 1 year | -7.39 | -1.57 | 471% |
| Returns for 3 years | 0.65 | 9.75 | 7% |
| Returns for 5 years | 56.12 | 72.43 | 77% |
| Returns for 10 years | 29.07 | 45.33 | 64% |
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