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JVMIX vs PMDIX
JVMIX vs PMDIX Comparison
Open Charts JVMIX vs PMDIX
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Principal Small-MidCap Dividend Inc Inst
Price$19.79
Change+$0.28 (+1.44%)
VolumeN/A
Net Assets1.62B
JVMIX vs PMDIX Comparison Chart in %
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JVMIX vs. PMDIX commentary
Sep 08, 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: 24.3B vs. PMDIX (1.62B). PMDIX pays higher dividends than JVMIX: PMDIX (1.32) vs JVMIX (0.74). JVMIX was incepted earlier than PMDIX: JVMIX (28 years) vs PMDIX (14 years). PMDIX (0.87) and JVMIX (0.86) 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 : 7.15 vs. JVMIX (2.91). PMDIX return over 5 years is better than : 75.67 vs. JVMIX (54.86).
| JVMIX | PMDIX | JVMIX / PMDIX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.86 | 0.87 | 99% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 11.985 | 7.401 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.62B | 1,497% |
| Annual Yield % from dividends | 0.74 | 1.32 | 56% |
| Returns for 1 year | 2.91 | 7.15 | 41% |
| Returns for 3 years | 24.95 | 30.72 | 81% |
| Returns for 5 years | 54.86 | 75.67 | 73% |
| Returns for 10 years | 58.60 | 85.19 | 69% |
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