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JVMSX vs PMDIX
JVMSX vs PMDIX Comparison
Open Charts JVMSX vs PMDIX
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Principal Small-MidCap Dividend Inc Inst
Price$19.16
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.62B
JVMSX vs PMDIX Comparison Chart in %
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JVMSX vs. PMDIX commentary
Jul 07, 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 PMDIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. PMDIX (1.62B). PMDIX pays higher dividends than JVMSX: PMDIX (1.40) vs JVMSX (0.42). JVMSX was incepted earlier than PMDIX: JVMSX (13 years) vs PMDIX (14 years). JVMSX (1.26) is less costly to investors than PMDIX (0.87). JVMSX is a more actively managed with annual turnover of: 47.00 vs. PMDIX (37.30). JVMSX (0) and PMDIX (0) have matching initial minimum investment requirements. PMDIX annual gain was more profitable for investors over the last year : 8.48 vs. JVMSX (3.00). PMDIX return over 5 years is better than : 75.96 vs. JVMSX (60.52).
| JVMSX | PMDIX | JVMSX / PMDIX | |
| Total Expense Ratio | 1.25 | 0.85 | 147% |
| Annual Report Gross Expense Ratio | 1.26 | 0.87 | 145% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 8.206 | 3.982 | 206% |
| 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 | 1.40 | 30% |
| Returns for 1 year | 3.00 | 8.48 | 35% |
| Returns for 3 years | 22.77 | 28.93 | 79% |
| Returns for 5 years | 60.52 | 75.96 | 80% |
| Returns for 10 years | 44.56 | 67.30 | 66% |
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