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JVMAX vs PMDHX
JVMAX vs PMDHX Comparison
Open Charts JVMAX vs PMDHX
JHancock Disciplined Value Mid Cap A
Price$26.14
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets23.9B
Principal Small-MidCap Dividend Inc R6
Price$20.08
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.62B
JVMAX vs PMDHX Comparison Chart in %
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JVMAX vs. PMDHX commentary
Dec 27, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. PMDHX (1.62B). PMDHX pays higher dividends than JVMAX: PMDHX (1.36) vs JVMAX (0.55). JVMAX was incepted earlier than PMDHX: JVMAX (29 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 (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 : 7.51 vs. JVMAX (1.79). PMDHX return over 5 years is better than : 49.70 vs. JVMAX (20.53).
| JVMAX | PMDHX | JVMAX / PMDHX | |
| Total Expense Ratio | 1.10 | 0.79 | 139% |
| Annual Report Gross Expense Ratio | 1.11 | 0.79 | 141% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 2.832 | 8.733 | 32% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.62B | 1,472% |
| Annual Yield % from dividends | 0.55 | 1.36 | 40% |
| Returns for 1 year | 1.79 | 7.51 | 24% |
| Returns for 3 years | 14.24 | 37.52 | 38% |
| Returns for 5 years | 20.53 | 49.70 | 41% |
| Returns for 10 years | 44.64 | N/A | - |
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