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JVMRX vs PMDAX
JVMRX vs PMDAX Comparison
Open Charts JVMRX vs PMDAX
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
Principal Small-MidCap Dividend Inc A
Price$19.11
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets1.6B
JVMRX vs PMDAX Comparison Chart in %
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JVMRX vs. PMDAX commentary
Oct 19, 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 JVMRX is a Hold and PMDAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. PMDAX (1.6B). PMDAX pays higher dividends than JVMRX: PMDAX (1.07) vs JVMRX (0.84). JVMRX was incepted earlier than PMDAX: JVMRX (14 years) vs PMDAX (14 years). PMDAX (1.16) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. PMDAX (37.30). PMDAX has a lower initial minimum investment than JVMRX: PMDAX (1000) vs JVMRX (1000000). PMDAX annual gain was more profitable for investors over the last year : -2.10 vs. JVMRX (-4.79). PMDAX return over 5 years is better than : 65.64 vs. JVMRX (47.93).
| JVMRX | PMDAX | JVMRX / PMDAX | |
| Total Expense Ratio | 0.74 | 1.12 | 66% |
| Annual Report Gross Expense Ratio | 0.75 | 1.16 | 65% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 9.837 | 4.517 | 218% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.6B | 1,493% |
| Annual Yield % from dividends | 0.84 | 1.07 | 78% |
| Returns for 1 year | -4.79 | -2.10 | 228% |
| Returns for 3 years | 25.62 | 30.85 | 83% |
| Returns for 5 years | 47.93 | 65.64 | 73% |
| Returns for 10 years | 52.40 | 68.30 | 77% |
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