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JVMSX vs PMDHX
JVMSX vs PMDHX Comparison
Open Charts JVMSX vs PMDHX
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Principal Small-MidCap Dividend Inc R6
Price$19.27
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets1.62B
JVMSX vs PMDHX Comparison Chart in %
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JVMSX vs. PMDHX commentary
Jul 05, 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 PMDHX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. PMDHX (1.62B). PMDHX pays higher dividends than JVMSX: PMDHX (1.46) vs JVMSX (0.42). JVMSX was incepted earlier than PMDHX: JVMSX (13 years) vs PMDHX (9 years). JVMSX (1.26) is less costly to investors than PMDHX (0.79). JVMSX is a more actively managed with annual turnover of: 47.00 vs. PMDHX (37.30). JVMSX (0) and PMDHX (0) have matching initial minimum investment requirements. PMDHX annual gain was more profitable for investors over the last year : 8.57 vs. JVMSX (3.00). PMDHX return over 5 years is better than : 76.48 vs. JVMSX (60.52).
| JVMSX | PMDHX | JVMSX / PMDHX | |
| Total Expense Ratio | 1.25 | 0.79 | 158% |
| Annual Report Gross Expense Ratio | 1.26 | 0.79 | 159% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 8.206 | 4.051 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.62B | 1,392% |
| Annual Yield % from dividends | 0.42 | 1.46 | 29% |
| Returns for 1 year | 3.00 | 8.57 | 35% |
| Returns for 3 years | 22.77 | 29.18 | 78% |
| Returns for 5 years | 60.52 | 76.48 | 79% |
| Returns for 10 years | 44.56 | N/A | - |