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JVMIX vs PMDDX
JVMIX vs PMDDX Comparison
Open Charts JVMIX vs PMDDX
JHancock Disciplined Value Mid Cap I
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
Principal Small-MidCap Dividend Inc C
Price$19.56
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets1.62B
JVMIX vs PMDDX Comparison Chart in %
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JVMIX vs. PMDDX commentary
Dec 25, 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 Hold and PMDDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. PMDDX (1.62B). JVMIX pays higher dividends than PMDDX: JVMIX (0.74) vs PMDDX (0.34). JVMIX was incepted earlier than PMDDX: JVMIX (29 years) vs PMDDX (14 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 (25.90). 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 : 6.30 vs. JVMIX (2.39). PMDDX return over 5 years is better than : 42.94 vs. JVMIX (23.76).
| JVMIX | PMDDX | JVMIX / PMDDX | |
| Total Expense Ratio | 0.85 | 1.87 | 45% |
| Annual Report Gross Expense Ratio | 0.86 | 2.00 | 43% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 3.414 | 7.481 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.62B | 1,474% |
| Annual Yield % from dividends | 0.74 | 0.34 | 217% |
| Returns for 1 year | 2.39 | 6.30 | 38% |
| Returns for 3 years | 16.38 | 33.39 | 49% |
| Returns for 5 years | 23.76 | 42.94 | 55% |
| Returns for 10 years | 51.01 | 65.30 | 78% |
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