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JVMIX vs PMDAX
JVMIX vs PMDAX Comparison
Open Charts JVMIX vs PMDAX
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
Principal Small-MidCap Dividend Inc A
Price$19.40
Change-$0.32 (-1.62%)
VolumeN/A
Net Assets1.58B
JVMIX vs PMDAX Comparison Chart in %
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JVMIX vs. PMDAX commentary
Nov 14, 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 JVMIX is a Hold and PMDAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. PMDAX (1.58B). PMDAX pays higher dividends than JVMIX: PMDAX (1.09) vs JVMIX (0.75). JVMIX was incepted earlier than PMDAX: JVMIX (28 years) vs PMDAX (14 years). PMDAX (1.16) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. PMDAX (37.30). PMDAX has a lower initial minimum investment than JVMIX: PMDAX (1000) vs JVMIX (250000). PMDAX annual gain was more profitable for investors over the last year : -1.81 vs. JVMIX (-6.53). PMDAX return over 5 years is better than : 59.09 vs. JVMIX (36.37).
| JVMIX | PMDAX | JVMIX / PMDAX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 0.86 | 1.16 | 74% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 9.796 | 7.853 | 125% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.58B | 1,530% |
| Annual Yield % from dividends | 0.75 | 1.09 | 69% |
| Returns for 1 year | -6.53 | -1.81 | 361% |
| Returns for 3 years | 15.24 | 24.19 | 63% |
| Returns for 5 years | 36.37 | 59.09 | 62% |
| Returns for 10 years | 50.51 | 75.68 | 67% |
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