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JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$30.66
Change-$0.21 (-0.68%)
VolumeN/A
Net Assets24.58B
Principal Small-MidCap Dividend Inc Inst
Price$19.91
Change-$0.25 (-1.24%)
VolumeN/A
Net Assets1.62B
JVMRX vs PMDIX Comparison Chart in %
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JVMRX vs. PMDIX commentary
Dec 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 Buy and PMDIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.6B vs. PMDIX (1.62B). PMDIX pays higher dividends than JVMRX: PMDIX (1.30) vs JVMRX (0.83). JVMRX was incepted earlier than PMDIX: JVMRX (14 years) vs PMDIX (15 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 (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 : 0.30 vs. JVMRX (-1.68). PMDIX return over 5 years is better than : 53.57 vs. JVMRX (36.50).
| 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 | 15 years | - |
| Gain YTD | 14.588 | 9.758 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6B | 1.62B | 1,516% |
| Annual Yield % from dividends | 0.83 | 1.30 | 64% |
| Returns for 1 year | -1.68 | 0.30 | -559% |
| Returns for 3 years | 19.97 | 28.65 | 70% |
| Returns for 5 years | 36.50 | 53.57 | 68% |
| Returns for 10 years | 61.76 | 88.72 | 70% |
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