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JVMSX vs PMDDX
JVMSX vs PMDDX Comparison
Open Charts JVMSX vs PMDDX
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.
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).
| JVMSX | PMDDX | JVMSX / PMDDX | |
| Total Expense Ratio | 1.25 | 1.87 | 67% |
| Annual Report Gross Expense Ratio | 1.26 | 2.00 | 63% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 9.064 | 3.349 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.62B | 1,430% |
| Annual Yield % from dividends | 0.42 | 0.38 | 111% |
| Returns for 1 year | 0.75 | 1.80 | 42% |
| Returns for 3 years | 20.42 | 20.20 | 101% |
| Returns for 5 years | 55.91 | 64.01 | 87% |
| Returns for 10 years | 46.42 | 54.56 | 85% |
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