JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
PMDIX
Price
$19.16
Change
+$0.07 (+0.37%)
Updated
Jul 3 closing price
Net Assets
1.62B
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JVMIX vs PMDIX

Header iconJVMIX vs PMDIX Comparison
Open Charts JVMIX vs PMDIXBanner chart's image
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.

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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).
JVMIXPMDIXJVMIX / PMDIX
Total Expense Ratio0.870.85102%
Annual Report Gross Expense Ratio0.880.87101%
Fund Existence28 years14 years-
Gain YTD8.4233.982212%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B1.62B1,392%
Annual Yield % from dividends0.781.4056%
Returns for 1 year3.458.4841%
Returns for 3 years23.8428.9382%
Returns for 5 years62.7675.9683%
Returns for 10 years48.3467.3072%
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