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JVMSX vs PMDIX
JVMSX vs PMDIX Comparison
Open Charts JVMSX vs PMDIX
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
Principal Small-MidCap Dividend Inc Inst
Price$19.79
Change+$0.28 (+1.44%)
VolumeN/A
Net Assets1.62B
JVMSX vs PMDIX Comparison Chart in %
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JVMSX vs. PMDIX commentary
Sep 08, 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: 24.3B vs. PMDIX (1.62B). PMDIX pays higher dividends than JVMSX: PMDIX (1.32) vs JVMSX (0.40). JVMSX was incepted earlier than PMDIX: JVMSX (14 years) vs PMDIX (14 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 (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 : 7.15 vs. JVMSX (2.39). PMDIX return over 5 years is better than : 75.67 vs. JVMSX (52.66).
| 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 | 14 years | - |
| Gain YTD | 11.637 | 7.401 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.62B | 1,497% |
| Annual Yield % from dividends | 0.40 | 1.32 | 30% |
| Returns for 1 year | 2.39 | 7.15 | 34% |
| Returns for 3 years | 23.81 | 30.72 | 78% |
| Returns for 5 years | 52.66 | 75.67 | 70% |
| Returns for 10 years | 54.48 | 85.19 | 64% |
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