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JVMSX vs PMDDX
JVMSX vs PMDDX Comparison
Open Charts JVMSX vs PMDDX
JHancock Disciplined Value Mid Cap R2
Price$30.10
Change-$0.26 (-0.86%)
VolumeN/A
Net Assets24.23B
Principal Small-MidCap Dividend Inc C
Price$19.43
Change-$0.18 (-0.92%)
VolumeN/A
Net Assets1.61B
JVMSX vs PMDDX Comparison Chart in %
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JVMSX vs. PMDDX commentary
Sep 15, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. PMDDX (1.61B). JVMSX pays higher dividends than PMDDX: JVMSX (0.40) vs PMDDX (0.36). 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 : 6.25 vs. JVMSX (3.08). PMDDX return over 5 years is better than : 74.08 vs. JVMSX (56.05).
| 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 | 12.272 | 6.699 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.61B | 1,503% |
| Annual Yield % from dividends | 0.40 | 0.36 | 112% |
| Returns for 1 year | 3.08 | 6.25 | 49% |
| Returns for 3 years | 22.41 | 25.36 | 88% |
| Returns for 5 years | 56.05 | 74.08 | 76% |
| Returns for 10 years | 54.74 | 68.09 | 80% |
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