JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
PMDIX
Price
$19.16
Change
+$0.07 (+0.37%)
Updated
Jul 3 closing price
Net Assets
1.62B
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JVMRX vs PMDIX

Header iconJVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIXBanner chart's image
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.

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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).
JVMRXPMDIXJVMRX / PMDIX
Total Expense Ratio0.750.8588%
Annual Report Gross Expense Ratio0.760.8787%
Fund Existence14 years14 years-
Gain YTD8.5003.982213%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B1.62B1,392%
Annual Yield % from dividends0.881.4063%
Returns for 1 year3.598.4842%
Returns for 3 years24.1428.9383%
Returns for 5 years63.3275.9683%
Returns for 10 years49.3067.3073%
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