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JVMIX vs PMDIX
JVMIX vs PMDIX Comparison
Open Charts JVMIX vs PMDIX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Principal Small-MidCap Dividend Inc Inst
Price$19.16
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.62B
JVMIX vs PMDIX Comparison Chart in %
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JVMIX vs. PMDIX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B 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: 47.00 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 : 8.48 vs. JVMIX (3.45). PMDIX return over 5 years is better than : 75.96 vs. JVMIX (62.76).
| 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 | 8.423 | 3.982 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.62B | 1,392% |
| Annual Yield % from dividends | 0.78 | 1.40 | 56% |
| Returns for 1 year | 3.45 | 8.48 | 41% |
| Returns for 3 years | 23.84 | 28.93 | 82% |
| Returns for 5 years | 62.76 | 75.96 | 83% |
| Returns for 10 years | 48.34 | 67.30 | 72% |
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