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HILGX vs JVMAX
HILGX vs JVMAX Comparison
Open Charts HILGX vs JVMAX
Hennessy Cornerstone Large Growth Instl
Price$11.40
Change-$0.10 (-0.87%)
VolumeN/A
Net Assets131.71M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.73B
HILGX vs JVMAX Comparison Chart
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HILGX vs. JVMAX commentary
Jun 14, 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 HILGX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.7B vs. HILGX (132M). HILGX pays higher dividends than JVMAX: HILGX (1.22) vs JVMAX (0.60). HILGX was incepted earlier than JVMAX: HILGX (16 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than HILGX (1.00). HILGX is a more actively managed with annual turnover of: 54.00 vs. JVMAX (47.00). JVMAX has a lower initial minimum investment than HILGX: JVMAX (1000) vs HILGX (250000). HILGX annual gain was more profitable for investors over the last year : -1.77 vs. JVMAX (-3.68). JVMAX return over 5 years is better than : 48.97 vs. HILGX (24.44).
| HILGX | JVMAX | HILGX / JVMAX | |
| Total Expense Ratio | 1.00 | 1.12 | 89% |
| Annual Report Gross Expense Ratio | 1.00 | 1.13 | 88% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 1.064 | 2.360 | 45% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 21.7B | 1% |
| Annual Yield % from dividends | 1.22 | 0.60 | 205% |
| Returns for 1 year | -1.77 | -3.68 | 48% |
| Returns for 3 years | 10.36 | 15.06 | 69% |
| Returns for 5 years | 24.44 | 48.97 | 50% |
| Returns for 10 years | -8.81 | 31.57 | -28% |
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