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JVMRX vs PMDDX
JVMRX vs PMDDX Comparison
Open Charts JVMRX vs PMDDX
JHancock Disciplined Value Mid Cap R6
Price$27.86
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
Principal Small-MidCap Dividend Inc C
Price$19.56
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets1.62B
JVMRX vs PMDDX Comparison Chart in %
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JVMRX vs. PMDDX commentary
Dec 25, 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 Hold and PMDDX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. PMDDX (1.62B). JVMRX pays higher dividends than PMDDX: JVMRX (0.83) vs PMDDX (0.34). 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 : 6.30 vs. JVMRX (2.39). PMDDX return over 5 years is better than : 42.94 vs. JVMRX (24.15).
| 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 | 3.415 | 7.481 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.62B | 1,474% |
| Annual Yield % from dividends | 0.83 | 0.34 | 245% |
| Returns for 1 year | 2.39 | 6.30 | 38% |
| Returns for 3 years | 16.62 | 33.39 | 50% |
| Returns for 5 years | 24.15 | 42.94 | 56% |
| Returns for 10 years | 51.89 | 65.30 | 79% |
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