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JVMSX vs PMDIX
JVMSX vs PMDIX Comparison
Open Charts JVMSX vs PMDIX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Principal Small-MidCap Dividend Inc Inst
Price$19.26
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets1.59B
JVMSX vs PMDIX Comparison Chart in %
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JVMSX vs. PMDIX commentary
Aug 17, 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 PMDIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. PMDIX (1.59B). PMDIX pays higher dividends than JVMSX: PMDIX (1.38) vs JVMSX (0.41). 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: 49.00 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 : 4.89 vs. JVMSX (0.34). PMDIX return over 5 years is better than : 66.77 vs. JVMSX (48.09).
| 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 | 8.728 | 4.525 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.59B | 1,483% |
| Annual Yield % from dividends | 0.41 | 1.38 | 30% |
| Returns for 1 year | 0.34 | 4.89 | 7% |
| Returns for 3 years | 10.96 | 14.90 | 74% |
| Returns for 5 years | 48.09 | 66.77 | 72% |
| Returns for 10 years | 41.60 | 69.67 | 60% |
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