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JVMSX vs PMDHX
JVMSX vs PMDHX Comparison
Open Charts JVMSX vs PMDHX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
Principal Small-MidCap Dividend Inc R6
Price$18.30
Change-$0.29 (-1.56%)
VolumeN/A
Net Assets1.59B
JVMSX vs PMDHX Comparison Chart
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JVMSX vs. PMDHX commentary
Jun 14, 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: 21.7B vs. PMDHX (1.59B). PMDHX pays higher dividends than JVMSX: PMDHX (1.56) vs JVMSX (0.43). JVMSX was incepted earlier than PMDHX: JVMSX (13 years) vs PMDHX (8 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 : 2.88 vs. JVMSX (-3.29). PMDHX return over 5 years is better than : 66.96 vs. JVMSX (50.13).
| 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 | 8 years | - |
| Gain YTD | 2.313 | -1.609 | -144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 1.59B | 1,368% |
| Annual Yield % from dividends | 0.43 | 1.56 | 28% |
| Returns for 1 year | -3.29 | 2.88 | -114% |
| Returns for 3 years | 15.80 | 22.82 | 69% |
| Returns for 5 years | 50.13 | 66.96 | 75% |
| Returns for 10 years | 33.43 | N/A | - |
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