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JVMTX vs PMDAX
JVMTX vs PMDAX Comparison
Open Charts JVMTX vs PMDAX
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
Principal Small-MidCap Dividend Inc A
Price$21.00
Change+$0.32 (+1.55%)
VolumeN/A
Net Assets1.67B
JVMTX vs PMDAX Comparison Chart in %
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JVMTX vs. PMDAX commentary
Jan 16, 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 JVMTX is a Hold and PMDAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. PMDAX (1.67B). PMDAX pays higher dividends than JVMTX: PMDAX (1.07) vs JVMTX (0.62). JVMTX was incepted earlier than PMDAX: JVMTX (13 years) vs PMDAX (15 years). PMDAX (1.16) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. PMDAX (25.90). 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 : 12.15 vs. JVMTX (6.04). PMDAX return over 5 years is better than : 46.63 vs. JVMTX (21.31).
| JVMTX | PMDAX | JVMTX / PMDAX | |
| Total Expense Ratio | 0.99 | 1.12 | 88% |
| Annual Report Gross Expense Ratio | 1.10 | 1.16 | 95% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 4.812 | 6.433 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.67B | 1,478% |
| Annual Yield % from dividends | 0.62 | 1.07 | 58% |
| Returns for 1 year | 6.04 | 12.15 | 50% |
| Returns for 3 years | 14.24 | 34.26 | 42% |
| Returns for 5 years | 21.31 | 46.63 | 46% |
| Returns for 10 years | 73.13 | 106.36 | 69% |
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