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JVMCX vs PMDIX
JVMCX vs PMDIX Comparison
Open Charts JVMCX vs PMDIX
JHancock Disciplined Value Mid Cap C
Price$27.55
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets23.74B
Principal Small-MidCap Dividend Inc Inst
Price$19.23
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets1.6B
JVMCX vs PMDIX Comparison Chart in %
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JVMCX vs. PMDIX commentary
Oct 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 Hold and PMDIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.7B vs. PMDIX (1.6B). PMDIX pays higher dividends than JVMCX: PMDIX (1.32) vs JVMCX (0.00). JVMCX was incepted earlier than PMDIX: JVMCX (14 years) vs PMDIX (14 years). JVMCX (1.86) 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 : -1.82 vs. JVMCX (-6.45). PMDIX return over 5 years is better than : 67.43 vs. JVMCX (40.87).
| JVMCX | PMDIX | JVMCX / PMDIX | |
| Total Expense Ratio | 1.85 | 0.85 | 218% |
| Annual Report Gross Expense Ratio | 1.86 | 0.87 | 214% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 8.893 | 4.695 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 1.6B | 1,485% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | -6.45 | -1.82 | 354% |
| Returns for 3 years | 21.60 | 31.90 | 68% |
| Returns for 5 years | 40.87 | 67.43 | 61% |
| Returns for 10 years | 38.46 | 72.91 | 53% |
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