Interact to see
Advertisement
Advertisement
JVMAX vs PMDDX
JVMAX vs PMDDX Comparison
Open Charts JVMAX vs PMDDX
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
Principal Small-MidCap Dividend Inc C
Price$17.85
Change-$0.28 (-1.54%)
VolumeN/A
Net Assets1.56B
JVMAX vs PMDDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. PMDDX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. PMDDX (1.56B). JVMAX pays higher dividends than PMDDX: JVMAX (0.60) vs PMDDX (0.43). 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 : 1.69 vs. JVMAX (-3.68). PMDDX return over 5 years is better than : 59.52 vs. JVMAX (48.97).
| 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 | 2.360 | -2.139 | -110% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.56B | 1,377% |
| Annual Yield % from dividends | 0.60 | 0.43 | 138% |
| Returns for 1 year | -3.68 | 1.69 | -218% |
| Returns for 3 years | 15.06 | 19.63 | 77% |
| Returns for 5 years | 48.97 | 59.52 | 82% |
| Returns for 10 years | 31.57 | 40.97 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement