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JVMSX vs PMDAX
JVMSX vs PMDAX Comparison
Open Charts JVMSX vs PMDAX
JHancock Disciplined Value Mid Cap R2
Price$29.82
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets24.11B
Principal Small-MidCap Dividend Inc A
Price$19.44
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets1.58B
JVMSX vs PMDAX Comparison Chart in %
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JVMSX vs. PMDAX commentary
Oct 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 JVMSX is a Buy and PMDAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.1B vs. PMDAX (1.58B). PMDAX pays higher dividends than JVMSX: PMDAX (1.07) vs JVMSX (0.40). JVMSX was incepted earlier than PMDAX: JVMSX (14 years) vs PMDAX (14 years). JVMSX (1.25) is less costly to investors than PMDAX (1.16). JVMSX is a more actively managed with annual turnover of: 49.00 vs. PMDAX (37.30). JVMSX has a lower initial minimum investment than PMDAX: JVMSX (0) vs PMDAX (1000). PMDAX annual gain was more profitable for investors over the last year : 2.61 vs. JVMSX (-1.51). PMDAX return over 5 years is better than : 67.30 vs. JVMSX (46.66).
| JVMSX | PMDAX | JVMSX / PMDAX | |
| Total Expense Ratio | 1.24 | 1.12 | 111% |
| Annual Report Gross Expense Ratio | 1.25 | 1.16 | 108% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 10.705 | 5.829 | 184% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 1.58B | 1,522% |
| Annual Yield % from dividends | 0.40 | 1.07 | 37% |
| Returns for 1 year | -1.51 | 2.61 | -58% |
| Returns for 3 years | 28.52 | 36.18 | 79% |
| Returns for 5 years | 46.66 | 67.30 | 69% |
| Returns for 10 years | 50.09 | 70.28 | 71% |
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