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JVMAX vs PMDHX
JVMAX vs PMDHX Comparison
Open Charts JVMAX vs PMDHX
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.73B
Principal Small-MidCap Dividend Inc R6
Price$18.30
Change-$0.29 (-1.56%)
VolumeN/A
Net Assets1.59B
JVMAX vs PMDHX Comparison Chart
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JVMAX vs. PMDHX commentary
Jun 14, 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 PMDHX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.7B vs. PMDHX (1.59B). PMDHX pays higher dividends than JVMAX: PMDHX (1.56) vs JVMAX (0.60). JVMAX was incepted earlier than PMDHX: JVMAX (28 years) vs PMDHX (8 years). JVMAX (1.13) is less costly to investors than PMDHX (0.79). JVMAX is a more actively managed with annual turnover of: 47.00 vs. PMDHX (37.30). PMDHX has a lower initial minimum investment than JVMAX: PMDHX (0) vs JVMAX (1000). PMDHX annual gain was more profitable for investors over the last year : 2.88 vs. JVMAX (-3.68). PMDHX return over 5 years is better than : 66.96 vs. JVMAX (48.97).
| JVMAX | PMDHX | JVMAX / PMDHX | |
| Total Expense Ratio | 1.12 | 0.79 | 142% |
| Annual Report Gross Expense Ratio | 1.13 | 0.79 | 143% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 2.360 | -1.609 | -147% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 1.59B | 1,368% |
| Annual Yield % from dividends | 0.60 | 1.56 | 38% |
| Returns for 1 year | -3.68 | 2.88 | -128% |
| Returns for 3 years | 15.06 | 22.82 | 66% |
| Returns for 5 years | 48.97 | 66.96 | 73% |
| Returns for 10 years | 31.57 | N/A | - |
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