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JVMTX vs PMDAX
JVMTX vs PMDAX Comparison
Open Charts JVMTX vs PMDAX
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc A
Price$19.20
Change-$0.17 (-0.88%)
VolumeN/A
CapitalizationN/A
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JVMTX vs PMDAX Comparison Chart
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JVMTX vs. PMDAX commentary
Sep 21, 2024
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 JVMTX is a Buy and PMDAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. PMDAX (1.64B). PMDAX pays higher dividends than JVMTX: PMDAX (1.21) vs JVMTX (0.73). JVMTX was incepted earlier than PMDAX: JVMTX (11 years) vs PMDAX (13 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. PMDAX (26.50). JVMTX has a lower initial minimum investment than PMDAX: JVMTX (0) vs PMDAX (1000). PMDAX annual gain was more profitable for investors over the last year : 25.48 vs. JVMTX (19.27). JVMTX return over 5 years is better than : 43.64 vs. PMDAX (38.02).
| JVMTX | PMDAX | JVMTX / PMDAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 11.010 | 11.530 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.64B | 1,429% |
| Annual Yield % from dividends | 0.73 | 1.21 | 60% |
| Returns for 1 year | 19.27 | 25.48 | 76% |
| Returns for 3 years | 13.38 | 21.44 | 62% |
| Returns for 5 years | 43.64 | 38.02 | 115% |
| Returns for 10 years | 63.34 | 64.20 | 99% |