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JVMIX vs PMDAX
JVMIX vs PMDAX Comparison
Open Charts JVMIX vs PMDAX
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
Principal Small-MidCap Dividend Inc A
Price$19.85
Change+$0.22 (+1.12%)
VolumeN/A
Net Assets1.61B
JVMIX vs PMDAX Comparison Chart in %
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JVMIX vs. PMDAX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. PMDAX (1.61B). PMDAX pays higher dividends than JVMIX: PMDAX (1.06) vs JVMIX (0.74). JVMIX was incepted earlier than PMDAX: JVMIX (29 years) vs PMDAX (15 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 : -2.51 vs. JVMIX (-5.17). PMDAX return over 5 years is better than : 50.86 vs. JVMIX (31.86).
| JVMIX | PMDAX | JVMIX / PMDAX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 0.86 | 1.16 | 74% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 12.579 | 8.564 | 147% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 1.61B | 1,518% |
| Annual Yield % from dividends | 0.74 | 1.06 | 69% |
| Returns for 1 year | -5.17 | -2.51 | 206% |
| Returns for 3 years | 15.03 | 23.59 | 64% |
| Returns for 5 years | 31.86 | 50.86 | 63% |
| Returns for 10 years | 50.94 | 72.84 | 70% |
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