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JVMRX vs PMDAX
JVMRX vs PMDAX Comparison
Open Charts JVMRX vs PMDAX
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
Principal Small-MidCap Dividend Inc A
Price$19.13
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets1.59B
JVMRX vs PMDAX Comparison Chart in %
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JVMRX vs. PMDAX commentary
Aug 18, 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 Buy and PMDAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. PMDAX (1.59B). PMDAX pays higher dividends than JVMRX: PMDAX (1.13) vs JVMRX (0.86). 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: 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 : 4.59 vs. JVMRX (0.87). PMDAX return over 5 years is better than : 64.76 vs. JVMRX (50.62).
| 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 | 9.057 | 4.362 | 208% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.59B | 1,483% |
| Annual Yield % from dividends | 0.86 | 1.13 | 77% |
| Returns for 1 year | 0.87 | 4.59 | 19% |
| Returns for 3 years | 12.17 | 14.04 | 87% |
| Returns for 5 years | 50.62 | 64.76 | 78% |
| Returns for 10 years | 46.16 | 65.12 | 71% |
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