JVMRX
Price
$28.89
Change
-$0.82 (-2.76%)
Updated
Feb 3 closing price
Net Assets
24.73B
PMDIX
Price
$21.39
Change
+$2.04 (+10.54%)
Updated
Feb 3 closing price
Net Assets
1.71B
Interact to see
Advertisement

JVMRX vs PMDIX

Header iconJVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIXBanner chart's image
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
Principal Small-MidCap Dividend Inc Inst
Price$21.39
Change+$2.04 (+10.54%)
VolumeN/A
Net Assets1.71B
JVMRX vs PMDIX Comparison Chart in %
View a ticker or compare two or three
VS
JVMRX vs. PMDIX 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 PMDIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. PMDIX (1.71B). PMDIX pays higher dividends than JVMRX: PMDIX (1.22) vs JVMRX (0.82). JVMRX was incepted earlier than PMDIX: JVMRX (14 years) vs PMDIX (15 years). PMDIX (0.86) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. PMDIX (25.90). PMDIX has a lower initial minimum investment than JVMRX: PMDIX (0) vs JVMRX (1000000). PMDIX annual gain was more profitable for investors over the last year : 14.16 vs. JVMRX (5.07). PMDIX return over 5 years is better than : 51.48 vs. JVMRX (23.56).
JVMRXPMDIXJVMRX / PMDIX
Total Expense Ratio0.740.8587%
Annual Report Gross Expense Ratio0.750.8687%
Fund Existence14 years15 years-
Gain YTD5.2089.41255%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.7B1.71B1,442%
Annual Yield % from dividends0.821.2268%
Returns for 1 year5.0714.1636%
Returns for 3 years12.0732.9637%
Returns for 5 years23.5651.4846%
Returns for 10 years80.03112.9971%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
MHNC15.590.09
+0.57%
MAIDEN HOLDINGS NORTH AMERICA Ltd
FTCB21.180.03
+0.14%
First Trust Core Investment Grade ETF
FLTB50.69-0.01
-0.02%
Fidelity Limited Term Bond ETF
JANZ38.33-0.28
-0.74%
TrueShares Structured Outcome JanuaryETF
KLXY25.58-0.33
-1.26%
KraneShares Global Luxury Index ETF