JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
PMDAX
Price
$19.04
Change
+$0.07 (+0.37%)
Updated
Jul 3 closing price
Net Assets
1.62B
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JVMRX vs PMDAX

Header iconJVMRX vs PMDAX Comparison
Open Charts JVMRX vs PMDAXBanner chart's image
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.

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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).
JVMRXPMDAXJVMRX / PMDAX
Total Expense Ratio0.751.1267%
Annual Report Gross Expense Ratio0.761.1666%
Fund Existence14 years14 years-
Gain YTD8.5003.871220%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B1.62B1,392%
Annual Yield % from dividends0.881.1577%
Returns for 1 year3.598.1944%
Returns for 3 years24.1427.9686%
Returns for 5 years63.3273.9886%
Returns for 10 years49.3062.7779%
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