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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+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
Principal Small-MidCap Dividend Inc Inst
Price$19.80
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.62B
JVMRX vs PMDIX Comparison Chart in %
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JVMRX vs. PMDIX commentary
Sep 09, 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: 24.3B vs. PMDIX (1.62B). PMDIX pays higher dividends than JVMRX: PMDIX (1.32) vs JVMRX (0.84). JVMRX was incepted earlier than PMDIX: JVMRX (14 years) vs PMDIX (14 years). PMDIX (0.87) is less costly to investors than JVMRX (0.75). 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 : 8.53 vs. JVMRX (4.43). PMDIX return over 5 years is better than : 79.05 vs. JVMRX (56.81).
| JVMRX | PMDIX | JVMRX / PMDIX | |
| Total Expense Ratio | 0.74 | 0.85 | 87% |
| Annual Report Gross Expense Ratio | 0.75 | 0.87 | 86% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 12.064 | 7.456 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.62B | 1,497% |
| Annual Yield % from dividends | 0.84 | 1.32 | 64% |
| Returns for 1 year | 4.43 | 8.53 | 52% |
| Returns for 3 years | 19.79 | 25.37 | 78% |
| Returns for 5 years | 56.81 | 79.05 | 72% |
| Returns for 10 years | 60.03 | 86.60 | 69% |
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