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JVMIX vs PMDIX
JVMIX vs PMDIX Comparison
Open Charts JVMIX vs PMDIX
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
Principal Small-MidCap Dividend Inc Inst
Price$19.53
Change-$0.33 (-1.66%)
VolumeN/A
Net Assets1.58B
JVMIX vs PMDIX Comparison Chart in %
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JVMIX vs. PMDIX commentary
Nov 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 Hold and PMDIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. PMDIX (1.58B). PMDIX pays higher dividends than JVMIX: PMDIX (1.33) vs JVMIX (0.75). 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 : -1.48 vs. JVMIX (-6.53). PMDIX return over 5 years is better than : 61.00 vs. JVMIX (36.37).
| 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 | 9.796 | 8.125 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.58B | 1,530% |
| Annual Yield % from dividends | 0.75 | 1.33 | 57% |
| Returns for 1 year | -6.53 | -1.48 | 441% |
| Returns for 3 years | 15.24 | 25.28 | 60% |
| Returns for 5 years | 36.37 | 61.00 | 60% |
| Returns for 10 years | 50.51 | 80.63 | 63% |
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