JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
PMDAX
Price
$19.04
Change
+$0.07 (+0.37%)
Updated
Jul 3 closing price
Net Assets
1.62B
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JVMIX vs PMDAX

Header iconJVMIX vs PMDAX Comparison
Open Charts JVMIX vs PMDAXBanner chart's image
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.

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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).
JVMIXPMDAXJVMIX / PMDAX
Total Expense Ratio0.871.1278%
Annual Report Gross Expense Ratio0.881.1676%
Fund Existence28 years14 years-
Gain YTD8.4233.871218%
Front LoadN/A6%-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B1.62B1,392%
Annual Yield % from dividends0.781.1568%
Returns for 1 year3.458.1942%
Returns for 3 years23.8427.9685%
Returns for 5 years62.7673.9885%
Returns for 10 years48.3462.7777%
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