JVMRX
Price
$27.26
Change
-$0.03 (-0.11%)
Updated
May 22 closing price
Net Assets
21.3B
PMDIX
Price
$17.93
Change
-$0.05 (-0.28%)
Updated
May 22 closing price
Net Assets
1.59B
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JVMRX vs PMDIX

Header iconJVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIXBanner chart's image
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.

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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).
JVMRXPMDIXJVMRX / PMDIX
Total Expense Ratio0.750.8588%
Annual Report Gross Expense Ratio0.760.8787%
Fund Existence14 years14 years-
Gain YTD1.299-2.826-46%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.3B1.59B1,338%
Annual Yield % from dividends0.961.5661%
Returns for 1 year-5.76-1.12515%
Returns for 3 years9.1715.1661%
Returns for 5 years59.1674.6279%
Returns for 10 years34.6851.3867%
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