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JVMAX vs PMDHX
JVMAX vs PMDHX Comparison
Open Charts JVMAX vs PMDHX
JHancock Disciplined Value Mid Cap A
Price$27.84
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets23.85B
Principal Small-MidCap Dividend Inc R6
Price$19.34
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets1.6B
JVMAX vs PMDHX Comparison Chart in %
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JVMAX vs. PMDHX commentary
Oct 21, 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 Hold and PMDHX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. PMDHX (1.6B). PMDHX pays higher dividends than JVMAX: PMDHX (1.38) vs JVMAX (0.55). JVMAX was incepted earlier than PMDHX: JVMAX (28 years) vs PMDHX (9 years). JVMAX (1.11) 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 : -1.74 vs. JVMAX (-5.69). PMDHX return over 5 years is better than : 67.96 vs. JVMAX (44.35).
| JVMAX | PMDHX | JVMAX / PMDHX | |
| Total Expense Ratio | 1.10 | 0.79 | 139% |
| Annual Report Gross Expense Ratio | 1.11 | 0.79 | 141% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 9.520 | 4.778 | 199% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.6B | 1,493% |
| Annual Yield % from dividends | 0.55 | 1.38 | 40% |
| Returns for 1 year | -5.69 | -1.74 | 327% |
| Returns for 3 years | 23.48 | 32.17 | 73% |
| Returns for 5 years | 44.35 | 67.96 | 65% |
| Returns for 10 years | 45.62 | N/A | - |
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