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JVMIX vs PMDIX
JVMIX vs PMDIX Comparison
Open Charts JVMIX vs PMDIX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
Principal Small-MidCap Dividend Inc Inst
Price$19.26
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets1.59B
JVMIX vs PMDIX Comparison Chart in %
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JVMIX vs. PMDIX commentary
Aug 17, 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 PMDIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. PMDIX (1.59B). PMDIX pays higher dividends than JVMIX: PMDIX (1.38) vs JVMIX (0.76). JVMIX was incepted earlier than PMDIX: JVMIX (28 years) vs PMDIX (14 years). JVMIX (0.88) and PMDIX (0.87) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. PMDIX (37.30). PMDIX has a lower initial minimum investment than JVMIX: PMDIX (0) vs JVMIX (250000). PMDIX annual gain was more profitable for investors over the last year : 4.89 vs. JVMIX (0.76). PMDIX return over 5 years is better than : 66.77 vs. JVMIX (50.10).
| JVMIX | PMDIX | JVMIX / PMDIX | |
| Total Expense Ratio | 0.87 | 0.85 | 102% |
| Annual Report Gross Expense Ratio | 0.88 | 0.87 | 101% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 8.980 | 4.525 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.59B | 1,483% |
| Annual Yield % from dividends | 0.76 | 1.38 | 55% |
| Returns for 1 year | 0.76 | 4.89 | 15% |
| Returns for 3 years | 11.90 | 14.90 | 80% |
| Returns for 5 years | 50.10 | 66.77 | 75% |
| Returns for 10 years | 45.29 | 69.67 | 65% |
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