Interact to see
Advertisement
Advertisement
JVMIX vs PMDAX
JVMIX vs PMDAX Comparison
Open Charts JVMIX vs PMDAX
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
Principal Small-MidCap Dividend Inc A
Price$19.65
Change+$0.27 (+1.39%)
VolumeN/A
Net Assets1.62B
JVMIX vs PMDAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. PMDAX commentary
Sep 08, 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: 24.3B vs. PMDAX (1.62B). PMDAX pays higher dividends than JVMIX: PMDAX (1.08) vs JVMIX (0.74). 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 : 6.85 vs. JVMIX (2.91). PMDAX return over 5 years is better than : 73.75 vs. JVMIX (54.86).
| 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 | 11.985 | 7.253 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.62B | 1,497% |
| Annual Yield % from dividends | 0.74 | 1.08 | 69% |
| Returns for 1 year | 2.91 | 6.85 | 42% |
| Returns for 3 years | 24.95 | 29.76 | 84% |
| Returns for 5 years | 54.86 | 73.75 | 74% |
| Returns for 10 years | 58.60 | 80.30 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement