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JVMCX vs PMDDX
JVMCX vs PMDDX Comparison
Open Charts JVMCX vs PMDDX
JHancock Disciplined Value Mid Cap C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.32B
Principal Small-MidCap Dividend Inc C
Price$19.42
Change+$0.27 (+1.41%)
VolumeN/A
Net Assets1.62B
JVMCX vs PMDDX Comparison Chart in %
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JVMCX vs. PMDDX commentary
Sep 09, 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 JVMCX is a Buy and PMDDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. PMDDX (1.62B). PMDDX pays higher dividends than JVMCX: PMDDX (0.36) vs JVMCX (0.00). JVMCX was incepted earlier than PMDDX: JVMCX (14 years) vs PMDDX (13 years). PMDDX (2.00) is less costly to investors than JVMCX (1.86). JVMCX is a more actively managed with annual turnover of: 49.00 vs. PMDDX (37.30). JVMCX (1000) and PMDDX (1000) have matching initial minimum investment requirements. PMDDX annual gain was more profitable for investors over the last year : 6.02 vs. JVMCX (1.22). PMDDX return over 5 years is better than : 68.60 vs. JVMCX (48.03).
| JVMCX | PMDDX | JVMCX / PMDDX | |
| Total Expense Ratio | 1.85 | 1.87 | 99% |
| Annual Report Gross Expense Ratio | 1.86 | 2.00 | 93% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 11.265 | 6.699 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.62B | 1,497% |
| Annual Yield % from dividends | 0.00 | 0.36 | - |
| Returns for 1 year | 1.22 | 6.02 | 20% |
| Returns for 3 years | 21.25 | 27.30 | 78% |
| Returns for 5 years | 48.03 | 68.60 | 70% |
| Returns for 10 years | 45.05 | 68.09 | 66% |
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