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JVMCX vs PMDIX
JVMCX vs PMDIX Comparison
Open Charts JVMCX vs PMDIX
JHancock Disciplined Value Mid Cap C
Price$27.50
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets23.06B
Principal Small-MidCap Dividend Inc Inst
Price$19.16
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets1.61B
JVMCX vs PMDIX Comparison Chart in %
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JVMCX vs. PMDIX commentary
Jul 27, 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 StrongBuy and PMDIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.1B vs. PMDIX (1.62B). PMDIX pays higher dividends than JVMCX: PMDIX (1.40) vs JVMCX (0.00). JVMCX was incepted earlier than PMDIX: JVMCX (14 years) vs PMDIX (14 years). JVMCX (1.88) is less costly to investors than PMDIX (0.87). JVMCX is a more actively managed with annual turnover of: 49.00 vs. PMDIX (37.30). PMDIX has a lower initial minimum investment than JVMCX: PMDIX (0) vs JVMCX (1000). PMDIX annual gain was more profitable for investors over the last year : 2.91 vs. JVMCX (-0.47). PMDIX return over 5 years is better than : 71.22 vs. JVMCX (50.96).
| JVMCX | PMDIX | JVMCX / PMDIX | |
| Total Expense Ratio | 1.87 | 0.85 | 220% |
| Annual Report Gross Expense Ratio | 1.88 | 0.87 | 216% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 8.696 | 3.982 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.62B | 1,430% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -0.47 | 2.91 | -16% |
| Returns for 3 years | 17.84 | 23.50 | 76% |
| Returns for 5 years | 50.96 | 71.22 | 72% |
| Returns for 10 years | 37.38 | 70.43 | 53% |
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