JVMAX
Price
$27.53
Change
+$0.18 (+0.66%)
Updated
Jul 3 closing price
Net Assets
22.61B
PMDDX
Price
$18.83
Change
+$0.07 (+0.37%)
Updated
Jul 3 closing price
Net Assets
1.62B
Interact to see
Advertisement

JVMAX vs PMDDX

Header iconJVMAX vs PMDDX Comparison
Open Charts JVMAX vs PMDDXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
Principal Small-MidCap Dividend Inc C
Price$18.83
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.62B
JVMAX vs PMDDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JVMAX vs. PMDDX commentary
Jul 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 JVMAX is a StrongBuy and PMDDX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B 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: 47.00 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 : 7.29 vs. JVMAX (2.59). PMDDX return over 5 years is better than : 68.56 vs. JVMAX (59.32).
JVMAXPMDDXJVMAX / PMDDX
Total Expense Ratio1.121.8760%
Annual Report Gross Expense Ratio1.132.0057%
Fund Existence28 years13 years-
Gain YTD8.3013.404244%
Front Load5%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B1.62B1,392%
Annual Yield % from dividends0.580.38152%
Returns for 1 year2.597.2935%
Returns for 3 years22.0025.4886%
Returns for 5 years59.3268.5687%
Returns for 10 years42.6351.6783%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SREMF0.820.02
+2.50%
Sunrise Energy Metals Ltd.
DCSX2.28N/A
N/A
Direct Communication Solutions, Inc.
JGSMY6.53N/A
N/A
JG Summit Holdings, Inc.
LEFUF20.45N/A
N/A
Leons Furniture Ltd.
WFAFY27.52-0.46
-1.64%
Wesfarmers Ltd.