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JVMAX vs PMDHX
JVMAX vs PMDHX Comparison
Open Charts JVMAX vs PMDHX
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
Principal Small-MidCap Dividend Inc R6
Price$19.27
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets1.62B
JVMAX vs PMDHX Comparison Chart in %
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JVMAX vs. PMDHX commentary
Jul 05, 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: 22.6B vs. PMDHX (1.62B). PMDHX pays higher dividends than JVMAX: PMDHX (1.46) vs JVMAX (0.58). JVMAX was incepted earlier than PMDHX: JVMAX (28 years) vs PMDHX (9 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 : 8.57 vs. JVMAX (2.59). PMDHX return over 5 years is better than : 76.48 vs. JVMAX (59.32).
| 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 | 9 years | - |
| Gain YTD | 8.301 | 4.051 | 205% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.62B | 1,392% |
| Annual Yield % from dividends | 0.58 | 1.46 | 39% |
| Returns for 1 year | 2.59 | 8.57 | 30% |
| Returns for 3 years | 22.00 | 29.18 | 75% |
| Returns for 5 years | 59.32 | 76.48 | 78% |
| Returns for 10 years | 42.63 | N/A | - |