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JVMTX vs PMDHX
JVMTX vs PMDHX Comparison
Open Charts JVMTX vs PMDHX
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc R6
Price$19.42
Change-$0.17 (-0.87%)
VolumeN/A
CapitalizationN/A
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JVMTX vs PMDHX Comparison Chart
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JVMTX vs. PMDHX 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 PMDHX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. PMDHX (1.64B). PMDHX pays higher dividends than JVMTX: PMDHX (1.48) vs JVMTX (0.73). JVMTX was incepted earlier than PMDHX: JVMTX (11 years) vs PMDHX (8 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. PMDHX (26.50). JVMTX (0) and PMDHX (0) have matching initial minimum investment requirements. PMDHX annual gain was more profitable for investors over the last year : 25.92 vs. JVMTX (19.27). JVMTX return over 5 years is better than : 43.64 vs. PMDHX (40.07).
| JVMTX | PMDHX | JVMTX / PMDHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 11.010 | 11.779 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.64B | 1,429% |
| Annual Yield % from dividends | 0.73 | 1.48 | 49% |
| Returns for 1 year | 19.27 | 25.92 | 74% |
| Returns for 3 years | 13.38 | 22.33 | 60% |
| Returns for 5 years | 43.64 | 40.07 | 109% |
| Returns for 10 years | 63.34 | N/A | - |