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JVMSX vs PMDAX
JVMSX vs PMDAX Comparison
Open Charts JVMSX vs PMDAX
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
Principal Small-MidCap Dividend Inc A
Price$19.65
Change+$0.27 (+1.39%)
VolumeN/A
Net Assets1.62B
JVMSX vs PMDAX Comparison Chart in %
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JVMSX vs. PMDAX commentary
Sep 08, 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 Buy and PMDAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. PMDAX (1.62B). PMDAX pays higher dividends than JVMSX: PMDAX (1.08) vs JVMSX (0.40). JVMSX was incepted earlier than PMDAX: JVMSX (14 years) vs PMDAX (14 years). JVMSX (1.25) is less costly to investors than PMDAX (1.16). JVMSX is a more actively managed with annual turnover of: 49.00 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 : 6.85 vs. JVMSX (2.46). PMDAX return over 5 years is better than : 73.75 vs. JVMSX (52.77).
| JVMSX | PMDAX | JVMSX / PMDAX | |
| Total Expense Ratio | 1.24 | 1.12 | 111% |
| Annual Report Gross Expense Ratio | 1.25 | 1.16 | 108% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 11.712 | 7.253 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.62B | 1,497% |
| Annual Yield % from dividends | 0.40 | 1.08 | 37% |
| Returns for 1 year | 2.46 | 6.85 | 36% |
| Returns for 3 years | 23.90 | 29.76 | 80% |
| Returns for 5 years | 52.77 | 73.75 | 72% |
| Returns for 10 years | 54.59 | 80.30 | 68% |
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