JVMAX
Price
$27.75
Change
+$0.18 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
PMDDX
Price
$18.82
Change
+$0.13 (+0.70%)
Updated
Jul 25 closing price
Net Assets
1.61B
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JVMAX vs PMDDX

Header iconJVMAX vs PMDDX Comparison
Open Charts JVMAX vs PMDDXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
Principal Small-MidCap Dividend Inc C
Price$18.82
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets1.61B
JVMAX vs PMDDX Comparison Chart in %
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JVMAX vs. PMDDX commentary
Jul 27, 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 JVMAX is a StrongBuy and PMDDX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. PMDDX (1.62B). JVMAX pays higher dividends than PMDDX: JVMAX (0.58) vs PMDDX (0.38). JVMAX was incepted earlier than PMDDX: JVMAX (28 years) vs PMDDX (13 years). PMDDX (2.00) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 49.00 vs. PMDDX (37.30). JVMAX (1000) and PMDDX (1000) have matching initial minimum investment requirements. PMDDX annual gain was more profitable for investors over the last year : 1.80 vs. JVMAX (0.36). PMDDX return over 5 years is better than : 64.01 vs. JVMAX (54.69).
JVMAXPMDDXJVMAX / PMDDX
Total Expense Ratio1.121.8760%
Annual Report Gross Expense Ratio1.132.0057%
Fund Existence28 years13 years-
Gain YTD9.1663.349274%
Front Load5%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B1.62B1,430%
Annual Yield % from dividends0.580.38152%
Returns for 1 year0.361.8020%
Returns for 3 years19.6820.2097%
Returns for 5 years54.6964.0185%
Returns for 10 years44.4954.5682%
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