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JVMRX vs PMDDX
JVMRX vs PMDDX Comparison
Open Charts JVMRX vs PMDDX
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
Principal Small-MidCap Dividend Inc C
Price$21.01
Change+$1.99 (+10.46%)
VolumeN/A
Net Assets1.71B
JVMRX vs PMDDX Comparison Chart in %
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JVMRX vs. PMDDX commentary
Feb 04, 2026
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 PMDDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. PMDDX (1.71B). JVMRX pays higher dividends than PMDDX: JVMRX (0.82) vs PMDDX (0.32). JVMRX was incepted earlier than PMDDX: JVMRX (14 years) vs PMDDX (14 years). PMDDX (2.00) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. PMDDX (25.90). 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 : 13.01 vs. JVMRX (5.07). PMDDX return over 5 years is better than : 45.29 vs. JVMRX (23.56).
| JVMRX | PMDDX | JVMRX / PMDDX | |
| Total Expense Ratio | 0.74 | 1.87 | 40% |
| Annual Report Gross Expense Ratio | 0.75 | 2.00 | 38% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 5.208 | 9.370 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.71B | 1,442% |
| Annual Yield % from dividends | 0.82 | 0.32 | 259% |
| Returns for 1 year | 5.07 | 13.01 | 39% |
| Returns for 3 years | 12.07 | 28.85 | 42% |
| Returns for 5 years | 23.56 | 45.29 | 52% |
| Returns for 10 years | 80.03 | 93.33 | 86% |
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