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JVMAX vs PMDDX
JVMAX vs PMDDX Comparison
Open Charts JVMAX vs PMDDX
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.
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).
| JVMAX | PMDDX | JVMAX / PMDDX | |
| Total Expense Ratio | 1.12 | 1.87 | 60% |
| Annual Report Gross Expense Ratio | 1.13 | 2.00 | 57% |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 9.166 | 3.349 | 274% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.62B | 1,430% |
| Annual Yield % from dividends | 0.58 | 0.38 | 152% |
| Returns for 1 year | 0.36 | 1.80 | 20% |
| Returns for 3 years | 19.68 | 20.20 | 97% |
| Returns for 5 years | 54.69 | 64.01 | 85% |
| Returns for 10 years | 44.49 | 54.56 | 82% |
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