Interact to see
Advertisement
Advertisement
JVMCX vs PMDHX
JVMCX vs PMDHX Comparison
Open Charts JVMCX vs PMDHX
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.59B
Principal Small-MidCap Dividend Inc R6
Price$19.37
Change-$0.19 (-0.97%)
VolumeN/A
Net Assets1.59B
JVMCX vs PMDHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. PMDHX commentary
Aug 18, 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 PMDHX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. PMDHX (1.59B). PMDHX pays higher dividends than JVMCX: PMDHX (1.44) vs JVMCX (0.00). JVMCX was incepted earlier than PMDHX: JVMCX (14 years) vs PMDHX (9 years). JVMCX (1.88) is less costly to investors than PMDHX (0.79). JVMCX is a more actively managed with annual turnover of: 49.00 vs. PMDHX (37.30). PMDHX has a lower initial minimum investment than JVMCX: PMDHX (0) vs JVMCX (1000). PMDHX annual gain was more profitable for investors over the last year : 5.00 vs. JVMCX (-0.87). PMDHX return over 5 years is better than : 67.31 vs. JVMCX (43.38).
| JVMCX | PMDHX | JVMCX / PMDHX | |
| Total Expense Ratio | 1.87 | 0.79 | 237% |
| Annual Report Gross Expense Ratio | 1.88 | 0.79 | 238% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 8.340 | 4.591 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.59B | 1,483% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | -0.87 | 5.00 | -17% |
| Returns for 3 years | 8.57 | 15.12 | 57% |
| Returns for 5 years | 43.38 | 67.31 | 64% |
| Returns for 10 years | 32.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement