JVMAX
Price
$27.64
Change
-$0.11 (-0.40%)
Updated
Jul 28 closing price
Net Assets
23.06B
PMDHX
Price
$19.20
Change
-$0.07 (-0.36%)
Updated
Jul 28 closing price
Net Assets
1.61B
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JVMAX vs PMDHX

Header iconJVMAX vs PMDHX Comparison
Open Charts JVMAX vs PMDHXBanner chart's image
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.

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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).
JVMAXPMDHXJVMAX / PMDHX
Total Expense Ratio1.120.79142%
Annual Report Gross Expense Ratio1.130.79143%
Fund Existence28 years9 years-
Gain YTD8.7333.673238%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B1.62B1,430%
Annual Yield % from dividends0.581.4639%
Returns for 1 year-1.461.00-146%
Returns for 3 years14.6218.2980%
Returns for 5 years52.1667.6177%
Returns for 10 years41.49N/A-
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