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HFLGX vs JVMAX
HFLGX vs JVMAX Comparison
Open Charts HFLGX vs JVMAX
Hennessy Cornerstone Large Growth I
Price$11.28
Change-$0.09 (-0.79%)
VolumeN/A
Net Assets130.64M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
HFLGX vs JVMAX Comparison Chart
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HFLGX vs. JVMAX commentary
Jun 16, 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 HFLGX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. HFLGX (131M). HFLGX pays higher dividends than JVMAX: HFLGX (0.95) vs JVMAX (0.60). HFLGX was incepted earlier than JVMAX: HFLGX (16 years) vs JVMAX (28 years). HFLGX (1.27) is less costly to investors than JVMAX (1.13). HFLGX is a more actively managed with annual turnover of: 54.00 vs. JVMAX (47.00). JVMAX has a lower initial minimum investment than HFLGX: JVMAX (1000) vs HFLGX (2500). HFLGX annual gain was more profitable for investors over the last year : -1.99 vs. JVMAX (-3.68). JVMAX return over 5 years is better than : 48.97 vs. HFLGX (23.19).
| HFLGX | JVMAX | HFLGX / JVMAX | |
| Total Expense Ratio | 1.27 | 1.12 | 113% |
| Annual Report Gross Expense Ratio | 1.27 | 1.13 | 112% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 0.985 | 2.360 | 42% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 21.5B | 1% |
| Annual Yield % from dividends | 0.95 | 0.60 | 159% |
| Returns for 1 year | -1.99 | -3.68 | 54% |
| Returns for 3 years | 9.88 | 15.06 | 66% |
| Returns for 5 years | 23.19 | 48.97 | 47% |
| Returns for 10 years | -10.62 | 31.57 | -34% |
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