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JVMIX vs PMDAX
JVMIX vs PMDAX Comparison
Open Charts JVMIX vs PMDAX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Principal Small-MidCap Dividend Inc A
Price$19.03
Change+$0.13 (+0.69%)
VolumeN/A
Net Assets1.61B
JVMIX vs PMDAX Comparison Chart in %
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JVMIX vs. PMDAX commentary
Jul 28, 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 StrongBuy and PMDAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. PMDAX (1.62B). PMDAX pays higher dividends than JVMIX: PMDAX (1.15) vs JVMIX (0.78). JVMIX was incepted earlier than PMDAX: JVMIX (28 years) vs PMDAX (14 years). PMDAX (1.16) is less costly to investors than JVMIX (0.88). 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 : 2.60 vs. JVMIX (1.20). PMDAX return over 5 years is better than : 69.18 vs. JVMIX (58.07).
| JVMIX | PMDAX | JVMIX / PMDAX | |
| Total Expense Ratio | 0.87 | 1.12 | 78% |
| Annual Report Gross Expense Ratio | 0.88 | 1.16 | 76% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 9.314 | 3.816 | 244% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.62B | 1,430% |
| Annual Yield % from dividends | 0.78 | 1.15 | 68% |
| Returns for 1 year | 1.20 | 2.60 | 46% |
| Returns for 3 years | 21.47 | 22.55 | 95% |
| Returns for 5 years | 58.07 | 69.18 | 84% |
| Returns for 10 years | 50.28 | 65.74 | 76% |
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