JVMSX
Price
$29.01
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
PMDDX
Price
$18.83
Change
+$0.07 (+0.37%)
Updated
Jul 3 closing price
Net Assets
1.62B
Interact to see
Advertisement

JVMSX vs PMDDX

Header iconJVMSX vs PMDDX Comparison
Open Charts JVMSX vs PMDDXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Principal Small-MidCap Dividend Inc C
Price$18.83
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.62B
JVMSX vs PMDDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JVMSX vs. PMDDX commentary
Jul 06, 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 PMDDX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. PMDDX (1.62B). JVMSX pays higher dividends than PMDDX: JVMSX (0.42) vs PMDDX (0.38). JVMSX was incepted earlier than PMDDX: JVMSX (13 years) vs PMDDX (13 years). PMDDX (2.00) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. PMDDX (37.30). JVMSX has a lower initial minimum investment than PMDDX: JVMSX (0) vs PMDDX (1000). PMDDX annual gain was more profitable for investors over the last year : 7.29 vs. JVMSX (3.00). PMDDX return over 5 years is better than : 68.56 vs. JVMSX (60.52).
JVMSXPMDDXJVMSX / PMDDX
Total Expense Ratio1.251.8767%
Annual Report Gross Expense Ratio1.262.0063%
Fund Existence13 years13 years-
Gain YTD8.2063.404241%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B1.62B1,392%
Annual Yield % from dividends0.420.38111%
Returns for 1 year3.007.2941%
Returns for 3 years22.7725.4889%
Returns for 5 years60.5268.5688%
Returns for 10 years44.5651.6786%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FDAT21.430.14
+0.65%
Tactical Advantage ETF
CGNG28.950.11
+0.38%
Capital Group New Geography Equity ETF
DWM63.77-0.01
-0.02%
WisdomTree International Equity ETF
MBSF25.40-0.06
-0.24%
Regan Floating Rate MBS ETF
TSLL11.53-0.05
-0.43%
Direxion Daily TSLA Bull 2X Shares