JVMSX
Price
$29.24
Change
+$0.18 (+0.62%)
Updated
Jul 25 closing price
Net Assets
23.06B
PMDDX
Price
$18.82
Change
+$0.13 (+0.70%)
Updated
Jul 25 closing price
Net Assets
1.61B
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JVMSX vs PMDDX

Header iconJVMSX vs PMDDX Comparison
Open Charts JVMSX vs PMDDXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
Principal Small-MidCap Dividend Inc C
Price$18.82
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets1.61B
JVMSX vs PMDDX Comparison Chart in %
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JVMSX vs. PMDDX commentary
Jul 27, 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 Hold.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B 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: 49.00 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 : 1.80 vs. JVMSX (0.75). PMDDX return over 5 years is better than : 64.01 vs. JVMSX (55.91).
JVMSXPMDDXJVMSX / PMDDX
Total Expense Ratio1.251.8767%
Annual Report Gross Expense Ratio1.262.0063%
Fund Existence13 years13 years-
Gain YTD9.0643.349271%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B1.62B1,430%
Annual Yield % from dividends0.420.38111%
Returns for 1 year0.751.8042%
Returns for 3 years20.4220.20101%
Returns for 5 years55.9164.0187%
Returns for 10 years46.4254.5685%
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