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JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
Principal Small-MidCap Dividend Inc Inst
Price$17.93
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets1.59B
JVMRX vs PMDIX Comparison Chart
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JVMRX vs. PMDIX commentary
May 23, 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: 21.3B vs. PMDIX (1.59B). 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 : -1.12 vs. JVMRX (-5.76). PMDIX return over 5 years is better than : 74.62 vs. JVMRX (59.16).
| 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 | 1.299 | -2.826 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 1.59B | 1,338% |
| Annual Yield % from dividends | 0.96 | 1.56 | 61% |
| Returns for 1 year | -5.76 | -1.12 | 515% |
| Returns for 3 years | 9.17 | 15.16 | 61% |
| Returns for 5 years | 59.16 | 74.62 | 79% |
| Returns for 10 years | 34.68 | 51.38 | 67% |
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