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JVMTX vs PMDDX
JVMTX vs PMDDX Comparison
Open Charts JVMTX vs PMDDX
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc C
Price$19.00
Change-$0.17 (-0.89%)
VolumeN/A
CapitalizationN/A
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JVMTX vs PMDDX Comparison Chart
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JVMTX vs. PMDDX 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 PMDDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. PMDDX (1.64B). JVMTX pays higher dividends than PMDDX: JVMTX (0.73) vs PMDDX (0.54). JVMTX was incepted earlier than PMDDX: JVMTX (11 years) vs PMDDX (12 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. PMDDX (26.50). JVMTX has a lower initial minimum investment than PMDDX: JVMTX (0) vs PMDDX (1000). PMDDX annual gain was more profitable for investors over the last year : 24.54 vs. JVMTX (19.27). JVMTX return over 5 years is better than : 43.64 vs. PMDDX (33.96).
| JVMTX | PMDDX | JVMTX / PMDDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 11.010 | 10.960 | 100% |
| 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 | 0.54 | 134% |
| Returns for 1 year | 19.27 | 24.54 | 79% |
| Returns for 3 years | 13.38 | 19.56 | 68% |
| Returns for 5 years | 43.64 | 33.96 | 129% |
| Returns for 10 years | 63.34 | 53.11 | 119% |
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