HFLGX
Price
$11.75
Change
+$0.03 (+0.26%)
Updated
Jul 3 closing price
Net Assets
135.81M
JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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HFLGX vs JVMTX

Header iconHFLGX vs JVMTX Comparison
Open Charts HFLGX vs JVMTXBanner chart's image
Hennessy Cornerstone Large Growth I
Price$11.75
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets135.81M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HFLGX vs JVMTX Comparison Chart in %
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HFLGX vs. JVMTX commentary
Jul 07, 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 JVMTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. HFLGX (136M). HFLGX pays higher dividends than JVMTX: HFLGX (0.92) vs JVMTX (0.65). HFLGX was incepted earlier than JVMTX: HFLGX (16 years) vs JVMTX (12 years). HFLGX (1.27) is less costly to investors than JVMTX (1.11). HFLGX is a more actively managed with annual turnover of: 54.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than HFLGX: JVMTX (0) vs HFLGX (2500). JVMTX (3.31) and HFLGX (3.16) have marching annual gain over last year. JVMTX return over 5 years is better than : 61.96 vs. HFLGX (25.81).
HFLGXJVMTXHFLGX / JVMTX
Total Expense Ratio1.271.00127%
Annual Report Gross Expense Ratio1.271.11114%
Fund Existence16 years12 years-
Gain YTD5.1928.36162%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets136M22.6B1%
Annual Yield % from dividends0.920.65142%
Returns for 1 year3.163.3195%
Returns for 3 years16.8023.4772%
Returns for 5 years25.8161.9642%
Returns for 10 years-5.1446.97-11%
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