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JVMRX vs PMDAX
JVMRX vs PMDAX Comparison
Open Charts JVMRX vs PMDAX
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Principal Small-MidCap Dividend Inc A
Price$19.03
Change+$0.13 (+0.69%)
VolumeN/A
Net Assets1.61B
JVMRX vs PMDAX Comparison Chart in %
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JVMRX vs. PMDAX commentary
Jul 28, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B 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: 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 : 2.60 vs. JVMRX (1.28). PMDAX return over 5 years is better than : 69.18 vs. JVMRX (58.56).
| 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 | 9.354 | 3.816 | 245% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.62B | 1,430% |
| Annual Yield % from dividends | 0.88 | 1.15 | 77% |
| Returns for 1 year | 1.28 | 2.60 | 49% |
| Returns for 3 years | 21.72 | 22.55 | 96% |
| Returns for 5 years | 58.56 | 69.18 | 85% |
| Returns for 10 years | 51.14 | 65.74 | 78% |
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