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JVMSX vs PMDDX
JVMSX vs PMDDX Comparison
Open Charts JVMSX vs PMDDX
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets24.36B
Principal Small-MidCap Dividend Inc C
Price$19.38
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets1.61B
JVMSX vs PMDDX Comparison Chart in %
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JVMSX vs. PMDDX commentary
Oct 06, 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 PMDDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B 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 : 3.15 vs. JVMSX (-0.42). PMDDX return over 5 years is better than : 72.57 vs. JVMSX (54.95).
| 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 | 11.936 | 6.492 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 1.61B | 1,519% |
| Annual Yield % from dividends | 0.40 | 0.34 | 116% |
| Returns for 1 year | -0.42 | 3.15 | -13% |
| Returns for 3 years | 25.74 | 29.72 | 87% |
| Returns for 5 years | 54.95 | 72.57 | 76% |
| Returns for 10 years | 54.90 | 65.45 | 84% |
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