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JVMRX vs PMDDX
JVMRX vs PMDDX Comparison
Open Charts JVMRX vs PMDDX
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Principal Small-MidCap Dividend Inc C
Price$18.82
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets1.61B
JVMRX vs PMDDX Comparison Chart in %
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JVMRX vs. PMDDX commentary
Jul 27, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B 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: 49.00 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 : 1.80 vs. JVMRX (1.28). PMDDX return over 5 years is better than : 64.01 vs. JVMRX (58.56).
| JVMRX | PMDDX | JVMRX / PMDDX | |
| Total Expense Ratio | 0.75 | 1.87 | 40% |
| Annual Report Gross Expense Ratio | 0.76 | 2.00 | 38% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 9.354 | 3.349 | 279% |
| Front Load | N/A | N/A | - |
| 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 | 0.38 | 232% |
| Returns for 1 year | 1.28 | 1.80 | 71% |
| Returns for 3 years | 21.72 | 20.20 | 108% |
| Returns for 5 years | 58.56 | 64.01 | 91% |
| Returns for 10 years | 51.14 | 54.56 | 94% |
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