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JVMIX vs PMDIX
JVMIX vs PMDIX Comparison
Open Charts JVMIX vs PMDIX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
Principal Small-MidCap Dividend Inc Inst
Price$21.39
Change+$2.04 (+10.54%)
VolumeN/A
Net Assets1.71B
JVMIX vs PMDIX Comparison Chart in %
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JVMIX vs. PMDIX commentary
Feb 04, 2026
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: 24.7B vs. PMDIX (1.71B). PMDIX pays higher dividends than JVMIX: PMDIX (1.22) vs JVMIX (0.72). JVMIX was incepted earlier than PMDIX: JVMIX (29 years) vs PMDIX (15 years). JVMIX (0.86) and PMDIX (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 : 14.16 vs. JVMIX (4.96). PMDIX return over 5 years is better than : 51.48 vs. JVMIX (23.04).
| JVMIX | PMDIX | JVMIX / PMDIX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.86 | 0.86 | 100% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 5.206 | 9.412 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.71B | 1,442% |
| Annual Yield % from dividends | 0.72 | 1.22 | 59% |
| Returns for 1 year | 4.96 | 14.16 | 35% |
| Returns for 3 years | 11.72 | 32.96 | 36% |
| Returns for 5 years | 23.04 | 51.48 | 45% |
| Returns for 10 years | 78.79 | 112.99 | 70% |
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