Interact to see
Advertisement
Advertisement
JVMIX vs PMDDX
JVMIX vs PMDDX Comparison
Open Charts JVMIX vs PMDDX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
Principal Small-MidCap Dividend Inc C
Price$21.01
Change+$1.99 (+10.46%)
VolumeN/A
Net Assets1.71B
JVMIX vs PMDDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. PMDDX commentary
Feb 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. PMDDX (1.71B). JVMIX pays higher dividends than PMDDX: JVMIX (0.72) vs PMDDX (0.32). 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 : 13.01 vs. JVMIX (4.96). PMDDX return over 5 years is better than : 45.29 vs. JVMIX (23.04).
| 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 | 5.206 | 9.370 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.71B | 1,442% |
| Annual Yield % from dividends | 0.72 | 0.32 | 228% |
| Returns for 1 year | 4.96 | 13.01 | 38% |
| Returns for 3 years | 11.72 | 28.85 | 41% |
| Returns for 5 years | 23.04 | 45.29 | 51% |
| Returns for 10 years | 78.79 | 93.33 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement