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JVMSX vs PMDIX
JVMSX vs PMDIX Comparison
Open Charts JVMSX vs PMDIX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
Principal Small-MidCap Dividend Inc Inst
Price$18.19
Change-$0.29 (-1.57%)
VolumeN/A
Net Assets1.56B
JVMSX vs PMDIX Comparison Chart
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JVMSX vs. PMDIX commentary
Jun 15, 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: 21.7B vs. PMDIX (1.56B). PMDIX pays higher dividends than JVMSX: PMDIX (1.50) vs JVMSX (0.43). 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 : 2.76 vs. JVMSX (-3.29). PMDIX return over 5 years is better than : 66.42 vs. JVMSX (50.13).
| 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 | 2.313 | -1.691 | -137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 1.56B | 1,390% |
| Annual Yield % from dividends | 0.43 | 1.50 | 29% |
| Returns for 1 year | -3.29 | 2.76 | -119% |
| Returns for 3 years | 15.80 | 22.56 | 70% |
| Returns for 5 years | 50.13 | 66.42 | 75% |
| Returns for 10 years | 33.43 | 55.46 | 60% |
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