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JVMRX vs PMDAX
JVMRX vs PMDAX Comparison
Open Charts JVMRX vs PMDAX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
Principal Small-MidCap Dividend Inc A
Price$19.04
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.62B
JVMRX vs PMDAX Comparison Chart in %
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JVMRX vs. PMDAX 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 JVMRX is a StrongBuy and PMDAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. PMDAX (1.62B). PMDAX pays higher dividends than JVMRX: PMDAX (1.15) vs JVMRX (0.88). JVMRX was incepted earlier than PMDAX: JVMRX (14 years) vs PMDAX (14 years). PMDAX (1.16) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 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 : 8.19 vs. JVMRX (3.59). PMDAX return over 5 years is better than : 73.98 vs. JVMRX (63.32).
| JVMRX | PMDAX | JVMRX / PMDAX | |
| Total Expense Ratio | 0.75 | 1.12 | 67% |
| Annual Report Gross Expense Ratio | 0.76 | 1.16 | 66% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 8.500 | 3.871 | 220% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.62B | 1,392% |
| Annual Yield % from dividends | 0.88 | 1.15 | 77% |
| Returns for 1 year | 3.59 | 8.19 | 44% |
| Returns for 3 years | 24.14 | 27.96 | 86% |
| Returns for 5 years | 63.32 | 73.98 | 86% |
| Returns for 10 years | 49.30 | 62.77 | 79% |
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