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JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Principal Small-MidCap Dividend Inc Inst
Price$19.16
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets1.61B
JVMRX vs PMDIX Comparison Chart in %
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JVMRX vs. PMDIX commentary
Jul 27, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. PMDIX (1.62B). PMDIX pays higher dividends than JVMRX: PMDIX (1.40) vs JVMRX (0.88). 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: 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 : 2.91 vs. JVMRX (1.28). PMDIX return over 5 years is better than : 71.22 vs. JVMRX (58.56).
| 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 | 9.354 | 3.982 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.62B | 1,430% |
| Annual Yield % from dividends | 0.88 | 1.40 | 63% |
| Returns for 1 year | 1.28 | 2.91 | 44% |
| Returns for 3 years | 21.72 | 23.50 | 92% |
| Returns for 5 years | 58.56 | 71.22 | 82% |
| Returns for 10 years | 51.14 | 70.43 | 73% |
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