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JVMIX vs PMDDX
JVMIX vs PMDDX Comparison
Open Charts JVMIX vs PMDDX
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Principal Small-MidCap Dividend Inc C
Price$19.42
Change+$0.27 (+1.41%)
VolumeN/A
Net Assets1.62B
JVMIX vs PMDDX Comparison Chart in %
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JVMIX vs. PMDDX commentary
Sep 09, 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 PMDDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. PMDDX (1.62B). JVMIX pays higher dividends than PMDDX: JVMIX (0.74) vs PMDDX (0.36). JVMIX was incepted earlier than PMDDX: JVMIX (28 years) vs PMDDX (13 years). PMDDX (2.00) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. PMDDX (37.30). PMDDX has a lower initial minimum investment than JVMIX: PMDDX (1000) vs JVMIX (250000). PMDDX annual gain was more profitable for investors over the last year : 6.02 vs. JVMIX (2.91). PMDDX return over 5 years is better than : 68.60 vs. JVMIX (54.86).
| JVMIX | PMDDX | JVMIX / PMDDX | |
| Total Expense Ratio | 0.85 | 1.87 | 45% |
| Annual Report Gross Expense Ratio | 0.86 | 2.00 | 43% |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 11.985 | 6.699 | 179% |
| Front Load | N/A | N/A | - |
| 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 | 0.36 | 208% |
| Returns for 1 year | 2.91 | 6.02 | 48% |
| Returns for 3 years | 24.95 | 27.30 | 91% |
| Returns for 5 years | 54.86 | 68.60 | 80% |
| Returns for 10 years | 58.60 | 68.09 | 86% |
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