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JVMCX vs PMDHX
JVMCX vs PMDHX Comparison
Open Charts JVMCX vs PMDHX
JHancock Disciplined Value Mid Cap C
Price$28.21
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets24.32B
Principal Small-MidCap Dividend Inc R6
Price$19.92
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.62B
JVMCX vs PMDHX Comparison Chart in %
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JVMCX vs. PMDHX 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 PMDHX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. PMDHX (1.62B). PMDHX pays higher dividends than JVMCX: PMDHX (1.38) vs JVMCX (0.00). JVMCX was incepted earlier than PMDHX: JVMCX (14 years) vs PMDHX (9 years). JVMCX (1.86) 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 : 7.24 vs. JVMCX (1.22). PMDHX return over 5 years is better than : 76.27 vs. JVMCX (48.03).
| JVMCX | PMDHX | JVMCX / PMDHX | |
| Total Expense Ratio | 1.85 | 0.79 | 234% |
| Annual Report Gross Expense Ratio | 1.86 | 0.79 | 235% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 11.265 | 7.507 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.62B | 1,497% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 1.22 | 7.24 | 17% |
| Returns for 3 years | 21.25 | 31.03 | 68% |
| Returns for 5 years | 48.03 | 76.27 | 63% |
| Returns for 10 years | 45.05 | N/A | - |
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