Interact to see
Advertisement
Advertisement
JVMSX vs PMDIX
JVMSX vs PMDIX Comparison
Open Charts JVMSX vs PMDIX
JHancock Disciplined Value Mid Cap R2
Price$28.62
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets24.68B
Principal Small-MidCap Dividend Inc Inst
Price$20.81
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets1.67B
JVMSX vs PMDIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. PMDIX commentary
Jan 15, 2026
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 Hold and PMDIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. PMDIX (1.68B). PMDIX pays higher dividends than JVMSX: PMDIX (1.32) vs JVMSX (0.38). JVMSX was incepted earlier than PMDIX: JVMSX (14 years) vs PMDIX (15 years). JVMSX (1.25) is less costly to investors than PMDIX (0.87). JVMSX is a more actively managed with annual turnover of: 49.00 vs. PMDIX (25.90). JVMSX (0) and PMDIX (0) have matching initial minimum investment requirements. PMDIX annual gain was more profitable for investors over the last year : 12.42 vs. JVMSX (5.70). PMDIX return over 5 years is better than : 48.26 vs. JVMSX (19.98).
| JVMSX | PMDIX | JVMSX / PMDIX | |
| Total Expense Ratio | 1.24 | 0.85 | 146% |
| Annual Report Gross Expense Ratio | 1.25 | 0.87 | 144% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 4.797 | 6.445 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.68B | 1,475% |
| Annual Yield % from dividends | 0.38 | 1.32 | 29% |
| Returns for 1 year | 5.70 | 12.42 | 46% |
| Returns for 3 years | 13.28 | 35.38 | 38% |
| Returns for 5 years | 19.98 | 48.26 | 41% |
| Returns for 10 years | 69.79 | 112.05 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement