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JVMIX vs PMDIX
JVMIX vs PMDIX Comparison
Open Charts JVMIX vs PMDIX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Principal Small-MidCap Dividend Inc Inst
Price$19.16
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets1.61B
JVMIX vs PMDIX Comparison Chart in %
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JVMIX vs. PMDIX 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 PMDIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. PMDIX (1.62B). PMDIX pays higher dividends than JVMIX: PMDIX (1.40) vs JVMIX (0.78). 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 : 2.91 vs. JVMIX (1.20). PMDIX return over 5 years is better than : 71.22 vs. JVMIX (58.07).
| 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 | 9.314 | 3.982 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.62B | 1,430% |
| Annual Yield % from dividends | 0.78 | 1.40 | 56% |
| Returns for 1 year | 1.20 | 2.91 | 41% |
| Returns for 3 years | 21.47 | 23.50 | 91% |
| Returns for 5 years | 58.07 | 71.22 | 82% |
| Returns for 10 years | 50.28 | 70.43 | 71% |
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