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JVMRX vs PMDIX
JVMRX vs PMDIX Comparison
Open Charts JVMRX vs PMDIX
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
Principal Small-MidCap Dividend Inc Inst
Price$21.39
Change+$2.04 (+10.54%)
VolumeN/A
Net Assets1.71B
JVMRX vs PMDIX Comparison Chart in %
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JVMRX vs. PMDIX commentary
Feb 04, 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 Buy and PMDIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. PMDIX (1.71B). PMDIX pays higher dividends than JVMRX: PMDIX (1.22) vs JVMRX (0.82). JVMRX was incepted earlier than PMDIX: JVMRX (14 years) vs PMDIX (15 years). PMDIX (0.86) 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 : 14.16 vs. JVMRX (5.07). PMDIX return over 5 years is better than : 51.48 vs. JVMRX (23.56).
| JVMRX | PMDIX | JVMRX / PMDIX | |
| Total Expense Ratio | 0.74 | 0.85 | 87% |
| Annual Report Gross Expense Ratio | 0.75 | 0.86 | 87% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 5.208 | 9.412 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.71B | 1,442% |
| Annual Yield % from dividends | 0.82 | 1.22 | 68% |
| Returns for 1 year | 5.07 | 14.16 | 36% |
| Returns for 3 years | 12.07 | 32.96 | 37% |
| Returns for 5 years | 23.56 | 51.48 | 46% |
| Returns for 10 years | 80.03 | 112.99 | 71% |
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