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JVMAX vs PMDHX
JVMAX vs PMDHX Comparison
Open Charts JVMAX vs PMDHX
JHancock Disciplined Value Mid Cap A
Price$27.10
Change-$0.86 (-3.08%)
VolumeN/A
Net Assets24.73B
Principal Small-MidCap Dividend Inc R6
Price$21.52
Change+$2.06 (+10.59%)
VolumeN/A
Net Assets1.72B
JVMAX vs PMDHX Comparison Chart in %
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JVMAX vs. PMDHX commentary
Feb 04, 2026
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 Buy and PMDHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.7B vs. PMDHX (1.72B). PMDHX pays higher dividends than JVMAX: PMDHX (1.27) vs JVMAX (0.52). JVMAX was incepted earlier than PMDHX: JVMAX (29 years) vs PMDHX (9 years). JVMAX (1.11) is less costly to investors than PMDHX (0.78). JVMAX is a more actively managed with annual turnover of: 49.00 vs. PMDHX (25.90). 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 : 14.26 vs. JVMAX (4.15). PMDHX return over 5 years is better than : 52.06 vs. JVMAX (19.61).
| JVMAX | PMDHX | JVMAX / PMDHX | |
| Total Expense Ratio | 1.10 | 0.78 | 141% |
| Annual Report Gross Expense Ratio | 1.11 | 0.78 | 142% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 5.161 | 9.461 | 55% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.72B | 1,436% |
| Annual Yield % from dividends | 0.52 | 1.27 | 41% |
| Returns for 1 year | 4.15 | 14.26 | 29% |
| Returns for 3 years | 9.50 | 33.29 | 29% |
| Returns for 5 years | 19.61 | 52.06 | 38% |
| Returns for 10 years | 70.92 | N/A | - |
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