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JVMTX vs PMDAX
JVMTX vs PMDAX Comparison
Open Charts JVMTX vs PMDAX
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Principal Small-MidCap Dividend Inc A
Price$18.07
Change-$0.29 (-1.58%)
VolumeN/A
Net Assets1.56B
JVMTX vs PMDAX Comparison Chart
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JVMTX vs. PMDAX 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 JVMTX is a StrongBuy and PMDAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. PMDAX (1.56B). PMDAX pays higher dividends than JVMTX: PMDAX (1.23) vs JVMTX (0.67). JVMTX was incepted earlier than PMDAX: JVMTX (12 years) vs PMDAX (14 years). PMDAX (1.16) and JVMTX (1.11) have similar cost to investors . JVMTX is a more actively managed with annual turnover of: 47.00 vs. PMDAX (37.30). JVMTX has a lower initial minimum investment than PMDAX: JVMTX (0) vs PMDAX (1000). PMDAX annual gain was more profitable for investors over the last year : 2.50 vs. JVMTX (-3.01). PMDAX return over 5 years is better than : 64.50 vs. JVMTX (51.48).
| JVMTX | PMDAX | JVMTX / PMDAX | |
| Total Expense Ratio | 1.00 | 1.12 | 89% |
| Annual Report Gross Expense Ratio | 1.11 | 1.16 | 96% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 2.453 | -1.767 | -139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.56B | 1,377% |
| Annual Yield % from dividends | 0.67 | 1.23 | 54% |
| Returns for 1 year | -3.01 | 2.50 | -120% |
| Returns for 3 years | 16.50 | 21.75 | 76% |
| Returns for 5 years | 51.48 | 64.50 | 80% |
| Returns for 10 years | 35.66 | 51.27 | 70% |
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