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JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
Principal Small-MidCap Dividend Inc Inst
Price$19.26
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets1.59B
JVMRX vs PMDIX Comparison Chart in %
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JVMRX vs. PMDIX commentary
Aug 19, 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: 23.6B vs. PMDIX (1.59B). PMDIX pays higher dividends than JVMRX: PMDIX (1.38) vs JVMRX (0.86). 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 : 4.89 vs. JVMRX (0.87). PMDIX return over 5 years is better than : 66.77 vs. JVMRX (50.62).
| 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 | 9.057 | 4.525 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.59B | 1,483% |
| Annual Yield % from dividends | 0.86 | 1.38 | 63% |
| Returns for 1 year | 0.87 | 4.89 | 18% |
| Returns for 3 years | 12.17 | 14.90 | 82% |
| Returns for 5 years | 50.62 | 66.77 | 76% |
| Returns for 10 years | 46.16 | 69.67 | 66% |
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