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JVMIX vs PMDAX
JVMIX vs PMDAX Comparison
Open Charts JVMIX vs PMDAX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Principal Small-MidCap Dividend Inc A
Price$19.04
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.62B
JVMIX vs PMDAX Comparison Chart in %
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JVMIX vs. PMDAX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B 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: 47.00 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 : 8.19 vs. JVMIX (3.45). PMDAX return over 5 years is better than : 73.98 vs. JVMIX (62.76).
| 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 | 8.423 | 3.871 | 218% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.62B | 1,392% |
| Annual Yield % from dividends | 0.78 | 1.15 | 68% |
| Returns for 1 year | 3.45 | 8.19 | 42% |
| Returns for 3 years | 23.84 | 27.96 | 85% |
| Returns for 5 years | 62.76 | 73.98 | 85% |
| Returns for 10 years | 48.34 | 62.77 | 77% |
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