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JVMIX vs PMDIX
JVMIX vs PMDIX Comparison
Open Charts JVMIX vs PMDIX
JHancock Disciplined Value Mid Cap I
Price$30.64
Change-$0.21 (-0.68%)
VolumeN/A
Net Assets24.58B
Principal Small-MidCap Dividend Inc Inst
Price$19.91
Change-$0.25 (-1.24%)
VolumeN/A
Net Assets1.62B
JVMIX vs PMDIX Comparison Chart in %
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JVMIX vs. PMDIX commentary
Dec 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.6B vs. PMDIX (1.62B). PMDIX pays higher dividends than JVMIX: PMDIX (1.30) vs JVMIX (0.74). JVMIX was incepted earlier than PMDIX: JVMIX (29 years) vs PMDIX (15 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 (25.90). 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 : 0.30 vs. JVMIX (-1.78). PMDIX return over 5 years is better than : 53.57 vs. JVMIX (36.05).
| JVMIX | PMDIX | JVMIX / PMDIX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.86 | 0.87 | 99% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 14.471 | 9.758 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6B | 1.62B | 1,516% |
| Annual Yield % from dividends | 0.74 | 1.30 | 57% |
| Returns for 1 year | -1.78 | 0.30 | -594% |
| Returns for 3 years | 19.69 | 28.65 | 69% |
| Returns for 5 years | 36.05 | 53.57 | 67% |
| Returns for 10 years | 60.83 | 88.72 | 69% |
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