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JVMAX vs PMDIX
JVMAX vs PMDIX Comparison
Open Charts JVMAX vs PMDIX
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
Principal Small-MidCap Dividend Inc Inst
Price$19.16
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.62B
JVMAX vs PMDIX Comparison Chart in %
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JVMAX vs. PMDIX commentary
Jul 07, 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 PMDIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. PMDIX (1.62B). PMDIX pays higher dividends than JVMAX: PMDIX (1.40) vs JVMAX (0.58). JVMAX was incepted earlier than PMDIX: JVMAX (28 years) vs PMDIX (14 years). JVMAX (1.13) is less costly to investors than PMDIX (0.87). JVMAX is a more actively managed with annual turnover of: 47.00 vs. PMDIX (37.30). PMDIX has a lower initial minimum investment than JVMAX: PMDIX (0) vs JVMAX (1000). PMDIX annual gain was more profitable for investors over the last year : 8.48 vs. JVMAX (2.59). PMDIX return over 5 years is better than : 75.96 vs. JVMAX (59.32).
| JVMAX | PMDIX | JVMAX / PMDIX | |
| Total Expense Ratio | 1.12 | 0.85 | 132% |
| Annual Report Gross Expense Ratio | 1.13 | 0.87 | 130% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 8.301 | 3.982 | 208% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.62B | 1,392% |
| Annual Yield % from dividends | 0.58 | 1.40 | 41% |
| Returns for 1 year | 2.59 | 8.48 | 30% |
| Returns for 3 years | 22.00 | 28.93 | 76% |
| Returns for 5 years | 59.32 | 75.96 | 78% |
| Returns for 10 years | 42.63 | 67.30 | 63% |
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