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JVMSX vs PMDAX
JVMSX vs PMDAX Comparison
Open Charts JVMSX vs PMDAX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Principal Small-MidCap Dividend Inc A
Price$18.07
Change-$0.29 (-1.58%)
VolumeN/A
Net Assets1.56B
JVMSX vs PMDAX Comparison Chart
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JVMSX vs. PMDAX commentary
Jun 15, 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 JVMSX is a StrongBuy and PMDAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. PMDAX (1.56B). PMDAX pays higher dividends than JVMSX: PMDAX (1.23) vs JVMSX (0.43). JVMSX was incepted earlier than PMDAX: JVMSX (13 years) vs PMDAX (14 years). JVMSX (1.26) is less costly to investors than PMDAX (1.16). JVMSX is a more actively managed with annual turnover of: 47.00 vs. PMDAX (37.30). JVMSX has a lower initial minimum investment than PMDAX: JVMSX (0) vs PMDAX (1000). PMDAX annual gain was more profitable for investors over the last year : 2.50 vs. JVMSX (-3.29). PMDAX return over 5 years is better than : 64.50 vs. JVMSX (50.13).
| JVMSX | PMDAX | JVMSX / PMDAX | |
| Total Expense Ratio | 1.25 | 1.12 | 112% |
| Annual Report Gross Expense Ratio | 1.26 | 1.16 | 109% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 2.313 | -1.767 | -131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.56B | 1,377% |
| Annual Yield % from dividends | 0.43 | 1.23 | 35% |
| Returns for 1 year | -3.29 | 2.50 | -132% |
| Returns for 3 years | 15.80 | 21.75 | 73% |
| Returns for 5 years | 50.13 | 64.50 | 78% |
| Returns for 10 years | 33.43 | 51.27 | 65% |
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