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JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
Principal Small-MidCap Dividend Inc Inst
Price$19.23
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets1.6B
JVMRX vs PMDIX Comparison Chart in %
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JVMRX vs. PMDIX commentary
Oct 18, 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 PMDIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. PMDIX (1.6B). PMDIX pays higher dividends than JVMRX: PMDIX (1.32) vs JVMRX (0.84). JVMRX was incepted earlier than PMDIX: JVMRX (14 years) vs PMDIX (14 years). PMDIX (0.87) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. PMDIX (37.30). 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 : -1.82 vs. JVMRX (-4.79). PMDIX return over 5 years is better than : 67.43 vs. JVMRX (47.93).
| JVMRX | PMDIX | JVMRX / PMDIX | |
| Total Expense Ratio | 0.74 | 0.85 | 87% |
| Annual Report Gross Expense Ratio | 0.75 | 0.87 | 86% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 9.837 | 4.695 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 1.6B | 1,485% |
| Annual Yield % from dividends | 0.84 | 1.32 | 63% |
| Returns for 1 year | -4.79 | -1.82 | 263% |
| Returns for 3 years | 25.62 | 31.90 | 80% |
| Returns for 5 years | 47.93 | 67.43 | 71% |
| Returns for 10 years | 52.40 | 72.91 | 72% |
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