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JVMSX vs PMDDX
JVMSX vs PMDDX Comparison
Open Charts JVMSX vs PMDDX
JHancock Disciplined Value Mid Cap R2
Price$30.58
Change+$0.26 (+0.86%)
VolumeN/A
Net Assets24.55B
Principal Small-MidCap Dividend Inc C
Price$19.78
Change-$0.19 (-0.95%)
VolumeN/A
Net Assets1.64B
JVMSX vs PMDDX Comparison Chart in %
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JVMSX vs. PMDDX commentary
Dec 13, 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 PMDDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.5B vs. PMDDX (1.64B). JVMSX pays higher dividends than PMDDX: JVMSX (0.40) vs PMDDX (0.34). JVMSX was incepted earlier than PMDDX: JVMSX (14 years) vs PMDDX (14 years). PMDDX (2.00) is less costly to investors than JVMSX (1.25). 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 : -0.78 vs. JVMSX (-2.21). PMDDX return over 5 years is better than : 47.30 vs. JVMSX (34.25).
| JVMSX | PMDDX | JVMSX / PMDDX | |
| Total Expense Ratio | 1.24 | 1.87 | 66% |
| Annual Report Gross Expense Ratio | 1.25 | 2.00 | 63% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 14.062 | 8.690 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 1.64B | 1,494% |
| Annual Yield % from dividends | 0.40 | 0.34 | 117% |
| Returns for 1 year | -2.21 | -0.78 | 285% |
| Returns for 3 years | 18.68 | 24.98 | 75% |
| Returns for 5 years | 34.25 | 47.30 | 72% |
| Returns for 10 years | 56.73 | 71.30 | 80% |
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