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JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$28.79
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
Principal Small-MidCap Dividend Inc Inst
Price$20.81
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets1.67B
JVMRX vs PMDIX Comparison Chart in %
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JVMRX vs. PMDIX commentary
Jan 15, 2026
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: 24.7B vs. PMDIX (1.68B). PMDIX pays higher dividends than JVMRX: PMDIX (1.32) vs JVMRX (0.85). 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 : 12.42 vs. JVMRX (6.31). PMDIX return over 5 years is better than : 48.26 vs. JVMRX (22.57).
| 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 | 4.843 | 6.445 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.68B | 1,475% |
| Annual Yield % from dividends | 0.85 | 1.32 | 65% |
| Returns for 1 year | 6.31 | 12.42 | 51% |
| Returns for 3 years | 15.11 | 35.38 | 43% |
| Returns for 5 years | 22.57 | 48.26 | 47% |
| Returns for 10 years | 76.30 | 112.05 | 68% |
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