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JVMTX vs PMDHX
JVMTX vs PMDHX Comparison
Open Charts JVMTX vs PMDHX
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
Principal Small-MidCap Dividend Inc R6
Price$19.92
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.62B
JVMTX vs PMDHX Comparison Chart in %
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JVMTX vs. PMDHX commentary
Sep 09, 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 Buy and PMDHX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. PMDHX (1.62B). PMDHX pays higher dividends than JVMTX: PMDHX (1.38) vs JVMTX (0.62). JVMTX was incepted earlier than PMDHX: JVMTX (12 years) vs PMDHX (9 years). JVMTX (1.10) is less costly to investors than PMDHX (0.79). JVMTX is a more actively managed with annual turnover of: 49.00 vs. PMDHX (37.30). JVMTX (0) and PMDHX (0) have matching initial minimum investment requirements. PMDHX annual gain was more profitable for investors over the last year : 7.24 vs. JVMTX (2.74). PMDHX return over 5 years is better than : 76.27 vs. JVMTX (54.13).
| JVMTX | PMDHX | JVMTX / PMDHX | |
| Total Expense Ratio | 0.99 | 0.79 | 125% |
| Annual Report Gross Expense Ratio | 1.10 | 0.79 | 139% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 11.891 | 7.507 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 1.62B | 1,503% |
| Annual Yield % from dividends | 0.62 | 1.38 | 45% |
| Returns for 1 year | 2.74 | 7.24 | 38% |
| Returns for 3 years | 24.58 | 31.03 | 79% |
| Returns for 5 years | 54.13 | 76.27 | 71% |
| Returns for 10 years | 57.10 | N/A | - |
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