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JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$31.93
Change-$0.06 (-0.19%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc Inst
Price$20.33
Change-$0.12 (-0.59%)
VolumeN/A
CapitalizationN/A
JVMRX vs PMDIX Comparison Chart
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JVMRX vs. PMDIX commentary
Nov 14, 2024
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 (1.82B). PMDIX pays higher dividends than JVMRX: PMDIX (1.43) vs JVMRX (0.93). JVMRX was incepted earlier than PMDIX: JVMRX (13 years) vs PMDIX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. PMDIX (26.50). 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 : 35.91 vs. JVMRX (26.99). JVMRX return over 5 years is better than : 48.86 vs. PMDIX (44.99).
| JVMRX | PMDIX | JVMRX / PMDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 16.923 | 18.335 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.82B | 1,334% |
| Annual Yield % from dividends | 0.93 | 1.43 | 65% |
| Returns for 1 year | 26.99 | 35.91 | 75% |
| Returns for 3 years | 9.92 | 15.20 | 65% |
| Returns for 5 years | 48.86 | 44.99 | 109% |
| Returns for 10 years | 67.67 | 72.47 | 93% |
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