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JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
Principal Small-MidCap Dividend Inc Inst
Price$19.16
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.62B
JVMRX vs PMDIX Comparison Chart in %
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JVMRX vs. PMDIX commentary
Jul 07, 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 PMDIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. PMDIX (1.62B). PMDIX pays higher dividends than JVMRX: PMDIX (1.40) vs JVMRX (0.88). JVMRX was incepted earlier than PMDIX: JVMRX (14 years) vs PMDIX (14 years). PMDIX (0.87) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 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 : 8.48 vs. JVMRX (3.59). PMDIX return over 5 years is better than : 75.96 vs. JVMRX (63.32).
| JVMRX | PMDIX | JVMRX / PMDIX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.76 | 0.87 | 87% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 8.500 | 3.982 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.62B | 1,392% |
| Annual Yield % from dividends | 0.88 | 1.40 | 63% |
| Returns for 1 year | 3.59 | 8.48 | 42% |
| Returns for 3 years | 24.14 | 28.93 | 83% |
| Returns for 5 years | 63.32 | 75.96 | 83% |
| Returns for 10 years | 49.30 | 67.30 | 73% |
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