JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
PMDHX
Price
$19.27
Change
+$0.07 (+0.36%)
Updated
Jul 3 closing price
Net Assets
1.62B
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JVMRX vs PMDHX

Header iconJVMRX vs PMDHX Comparison
Open Charts JVMRX vs PMDHXBanner 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 R6
Price$19.27
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets1.62B
JVMRX vs PMDHX Comparison Chart in %
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JVMRX vs. PMDHX commentary
Jul 05, 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 PMDHX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. PMDHX (1.62B). PMDHX pays higher dividends than JVMRX: PMDHX (1.46) vs JVMRX (0.88). JVMRX was incepted earlier than PMDHX: JVMRX (14 years) vs PMDHX (9 years). PMDHX (0.79) and JVMRX (0.76) have similar cost to investors . JVMRX is a more actively managed with annual turnover of: 47.00 vs. PMDHX (37.30). PMDHX has a lower initial minimum investment than JVMRX: PMDHX (0) vs JVMRX (1000000). PMDHX annual gain was more profitable for investors over the last year : 8.57 vs. JVMRX (3.59). PMDHX return over 5 years is better than : 76.48 vs. JVMRX (63.32).
JVMRXPMDHXJVMRX / PMDHX
Total Expense Ratio0.750.7995%
Annual Report Gross Expense Ratio0.760.7996%
Fund Existence14 years9 years-
Gain YTD8.5004.051210%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B1.62B1,392%
Annual Yield % from dividends0.881.4660%
Returns for 1 year3.598.5742%
Returns for 3 years24.1429.1883%
Returns for 5 years63.3276.4883%
Returns for 10 years49.30N/A-
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