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JVMAX vs PMDHX
JVMAX vs PMDHX Comparison
Open Charts JVMAX vs PMDHX
JHancock Disciplined Value Mid Cap A
Price$27.85
Change-$0.37 (-1.31%)
VolumeN/A
Net Assets24.25B
Principal Small-MidCap Dividend Inc R6
Price$19.64
Change-$0.33 (-1.65%)
VolumeN/A
Net Assets1.58B
JVMAX vs PMDHX Comparison Chart in %
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JVMAX vs. PMDHX commentary
Nov 14, 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: 24.2B vs. PMDHX (1.58B). PMDHX pays higher dividends than JVMAX: PMDHX (1.39) vs JVMAX (0.56). 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 : -1.40 vs. JVMAX (-6.23). PMDHX return over 5 years is better than : 61.55 vs. JVMAX (35.27).
| 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 | 11.015 | 8.191 | 134% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.58B | 1,530% |
| Annual Yield % from dividends | 0.56 | 1.39 | 40% |
| Returns for 1 year | -6.23 | -1.40 | 445% |
| Returns for 3 years | 13.59 | 25.49 | 53% |
| Returns for 5 years | 35.27 | 61.55 | 57% |
| Returns for 10 years | 48.36 | N/A | - |
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