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JVMAX vs PMDHX
JVMAX vs PMDHX Comparison
Open Charts JVMAX vs PMDHX
JHancock Disciplined Value Mid Cap A
Price$27.64
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets23.06B
Principal Small-MidCap Dividend Inc R6
Price$19.20
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets1.61B
JVMAX vs PMDHX Comparison Chart in %
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JVMAX vs. PMDHX commentary
Jul 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B 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: 49.00 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 : 1.00 vs. JVMAX (-1.46). PMDHX return over 5 years is better than : 67.61 vs. JVMAX (52.16).
| 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 | 8.733 | 3.673 | 238% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.62B | 1,430% |
| Annual Yield % from dividends | 0.58 | 1.46 | 39% |
| Returns for 1 year | -1.46 | 1.00 | -146% |
| Returns for 3 years | 14.62 | 18.29 | 80% |
| Returns for 5 years | 52.16 | 67.61 | 77% |
| Returns for 10 years | 41.49 | N/A | - |
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