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JVMSX vs PMDAX
JVMSX vs PMDAX Comparison
Open Charts JVMSX vs PMDAX
JHancock Disciplined Value Mid Cap R2
Price$28.78
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Principal Small-MidCap Dividend Inc A
Price$19.06
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.55B
JVMSX vs PMDAX Comparison Chart in %
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JVMSX vs. PMDAX commentary
Nov 20, 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 Hold and PMDAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.5B vs. PMDAX (1.55B). PMDAX pays higher dividends than JVMSX: PMDAX (1.09) vs JVMSX (0.41). 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 : -3.68 vs. JVMSX (-6.83). PMDAX return over 5 years is better than : 51.17 vs. JVMSX (31.03).
| 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 | 7.460 | 4.134 | 180% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 1.55B | 1,515% |
| Annual Yield % from dividends | 0.41 | 1.09 | 37% |
| Returns for 1 year | -6.83 | -3.68 | 186% |
| Returns for 3 years | 11.77 | 21.31 | 55% |
| Returns for 5 years | 31.03 | 51.17 | 61% |
| Returns for 10 years | 41.49 | 64.92 | 64% |
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