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JVMIX vs PMDAX
JVMIX vs PMDAX Comparison
Open Charts JVMIX vs PMDAX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
Principal Small-MidCap Dividend Inc A
Price$19.13
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets1.59B
JVMIX vs PMDAX Comparison Chart in %
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JVMIX vs. PMDAX commentary
Aug 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 JVMIX is a Buy and PMDAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. PMDAX (1.59B). PMDAX pays higher dividends than JVMIX: PMDAX (1.13) vs JVMIX (0.76). 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 : 4.59 vs. JVMIX (0.76). PMDAX return over 5 years is better than : 64.76 vs. JVMIX (50.10).
| 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 | 8.980 | 4.362 | 206% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.59B | 1,483% |
| Annual Yield % from dividends | 0.76 | 1.13 | 68% |
| Returns for 1 year | 0.76 | 4.59 | 17% |
| Returns for 3 years | 11.90 | 14.04 | 85% |
| Returns for 5 years | 50.10 | 64.76 | 77% |
| Returns for 10 years | 45.29 | 65.12 | 70% |
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