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JVMRX vs PMDHX
JVMRX vs PMDHX Comparison
Open Charts JVMRX vs PMDHX
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
Principal Small-MidCap Dividend Inc R6
Price$21.52
Change+$2.06 (+10.59%)
VolumeN/A
Net Assets1.72B
JVMRX vs PMDHX Comparison Chart in %
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JVMRX vs. PMDHX 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 PMDHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. PMDHX (1.72B). PMDHX pays higher dividends than JVMRX: PMDHX (1.27) vs JVMRX (0.82). JVMRX was incepted earlier than PMDHX: JVMRX (14 years) vs PMDHX (9 years). PMDHX (0.78) and JVMRX (0.75) have similar cost to investors . JVMRX is a more actively managed with annual turnover of: 49.00 vs. PMDHX (25.90). 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 : 14.26 vs. JVMRX (5.07). PMDHX return over 5 years is better than : 52.06 vs. JVMRX (23.56).
| JVMRX | PMDHX | JVMRX / PMDHX | |
| Total Expense Ratio | 0.74 | 0.78 | 95% |
| Annual Report Gross Expense Ratio | 0.75 | 0.78 | 96% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 5.208 | 9.461 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.72B | 1,436% |
| Annual Yield % from dividends | 0.82 | 1.27 | 65% |
| Returns for 1 year | 5.07 | 14.26 | 36% |
| Returns for 3 years | 12.07 | 33.29 | 36% |
| Returns for 5 years | 23.56 | 52.06 | 45% |
| Returns for 10 years | 80.03 | N/A | - |
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