JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
PMDDX
Price
$18.83
Change
+$0.07 (+0.37%)
Updated
Jul 3 closing price
Net Assets
1.62B
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JVMRX vs PMDDX

Header iconJVMRX vs PMDDX Comparison
Open Charts JVMRX vs PMDDXBanner 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 C
Price$18.83
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.62B
JVMRX vs PMDDX Comparison Chart in %
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JVMRX vs. PMDDX commentary
Jul 06, 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 PMDDX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. PMDDX (1.62B). JVMRX pays higher dividends than PMDDX: JVMRX (0.88) vs PMDDX (0.38). JVMRX was incepted earlier than PMDDX: JVMRX (14 years) vs PMDDX (13 years). PMDDX (2.00) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. PMDDX (37.30). PMDDX has a lower initial minimum investment than JVMRX: PMDDX (1000) vs JVMRX (1000000). PMDDX annual gain was more profitable for investors over the last year : 7.29 vs. JVMRX (3.59). PMDDX return over 5 years is better than : 68.56 vs. JVMRX (63.32).
JVMRXPMDDXJVMRX / PMDDX
Total Expense Ratio0.751.8740%
Annual Report Gross Expense Ratio0.762.0038%
Fund Existence14 years13 years-
Gain YTD8.5003.404250%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B1.62B1,392%
Annual Yield % from dividends0.880.38232%
Returns for 1 year3.597.2949%
Returns for 3 years24.1425.4895%
Returns for 5 years63.3268.5692%
Returns for 10 years49.3051.6795%
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