Interact to see
Advertisement
Advertisement
JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
Principal Small-MidCap Dividend Inc Inst
Price$19.53
Change-$0.33 (-1.66%)
VolumeN/A
Net Assets1.58B
JVMRX vs PMDIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. PMDIX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. PMDIX (1.58B). PMDIX pays higher dividends than JVMRX: PMDIX (1.33) vs JVMRX (0.85). 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 : -1.48 vs. JVMRX (-6.40). PMDIX return over 5 years is better than : 61.00 vs. JVMRX (36.83).
| 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 | 9.911 | 8.125 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.58B | 1,530% |
| Annual Yield % from dividends | 0.85 | 1.33 | 64% |
| Returns for 1 year | -6.40 | -1.48 | 432% |
| Returns for 3 years | 15.51 | 25.28 | 61% |
| Returns for 5 years | 36.83 | 61.00 | 60% |
| Returns for 10 years | 51.46 | 80.63 | 64% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement