Interact to see
Advertisement
Advertisement
JVMIX vs PMDDX
JVMIX vs PMDDX Comparison
Open Charts JVMIX vs PMDDX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Principal Small-MidCap Dividend Inc C
Price$18.82
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets1.61B
JVMIX vs PMDDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. PMDDX commentary
Jul 27, 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 StrongBuy and PMDDX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. PMDDX (1.62B). JVMIX pays higher dividends than PMDDX: JVMIX (0.78) vs PMDDX (0.38). JVMIX was incepted earlier than PMDDX: JVMIX (28 years) vs PMDDX (13 years). PMDDX (2.00) is less costly to investors than JVMIX (0.88). 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 : 1.80 vs. JVMIX (1.20). PMDDX return over 5 years is better than : 64.01 vs. JVMIX (58.07).
| JVMIX | PMDDX | JVMIX / PMDDX | |
| Total Expense Ratio | 0.87 | 1.87 | 47% |
| Annual Report Gross Expense Ratio | 0.88 | 2.00 | 44% |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 9.314 | 3.349 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.62B | 1,430% |
| Annual Yield % from dividends | 0.78 | 0.38 | 205% |
| Returns for 1 year | 1.20 | 1.80 | 67% |
| Returns for 3 years | 21.47 | 20.20 | 106% |
| Returns for 5 years | 58.07 | 64.01 | 91% |
| Returns for 10 years | 50.28 | 54.56 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers