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JVMSX vs PMDDX
JVMSX vs PMDDX Comparison
Open Charts JVMSX vs PMDDX
JHancock Disciplined Value Mid Cap R2
Price$29.92
Change-$0.14 (-0.47%)
VolumeN/A
Net Assets24.49B
Principal Small-MidCap Dividend Inc C
Price$19.50
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets1.61B
JVMSX vs PMDDX Comparison Chart in %
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JVMSX vs. PMDDX commentary
Dec 02, 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 PMDDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.5B vs. PMDDX (1.61B). JVMSX pays higher dividends than PMDDX: JVMSX (0.40) vs PMDDX (0.34). JVMSX was incepted earlier than PMDDX: JVMSX (14 years) vs PMDDX (13 years). PMDDX (2.00) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. PMDDX (37.30). JVMSX has a lower initial minimum investment than PMDDX: JVMSX (0) vs PMDDX (1000). PMDDX annual gain was more profitable for investors over the last year : -4.27 vs. JVMSX (-6.26). PMDDX return over 5 years is better than : 49.52 vs. JVMSX (32.95).
| JVMSX | PMDDX | JVMSX / PMDDX | |
| Total Expense Ratio | 1.24 | 1.87 | 66% |
| Annual Report Gross Expense Ratio | 1.25 | 2.00 | 63% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 12.122 | 7.591 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 1.61B | 1,520% |
| Annual Yield % from dividends | 0.40 | 0.34 | 117% |
| Returns for 1 year | -6.26 | -4.27 | 147% |
| Returns for 3 years | 13.99 | 20.78 | 67% |
| Returns for 5 years | 32.95 | 49.52 | 67% |
| Returns for 10 years | 47.07 | 60.95 | 77% |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPUC | 50.27 | 0.13 | +0.25% |
| Simplify US Equity PLUS Upsd Cnvxty ETF | |||
| FSBD | 47.76 | N/A | N/A |
| Fidelity Sustainable Core Plus | |||
| DMAX | 26.75 | -0.01 | -0.04% |
| iShares Large Cap Max Buffer Dec ETF | |||
| NUBD | 22.41 | -0.10 | -0.43% |
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| NEA | 11.49 | -0.09 | -0.78% |
| Nuveen AMT-Free Quality Municipal Income Fund | |||