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HILGX vs JVMIX
HILGX vs JVMIX Comparison
Open Charts HILGX vs JVMIX
Hennessy Cornerstone Large Growth Instl
Price$12.06
Change+$0.14 (+1.17%)
VolumeN/A
Net Assets134.1M
JHancock Disciplined Value Mid Cap I
Price$30.11
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
HILGX vs JVMIX Comparison Chart in %
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HILGX vs. JVMIX commentary
Sep 27, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. HILGX (134M). HILGX pays higher dividends than JVMIX: HILGX (1.13) vs JVMIX (0.74). HILGX was incepted earlier than JVMIX: HILGX (17 years) vs JVMIX (28 years). HILGX (1.00) is less costly to investors than JVMIX (0.86). HILGX is a more actively managed with annual turnover of: 54.00 vs. JVMIX (49.00). HILGX (250000) and JVMIX (250000) have matching initial minimum investment requirements. JVMIX annual gain was more profitable for investors over the last year : -0.89 vs. HILGX (-1.29). JVMIX return over 5 years is better than : 61.98 vs. HILGX (19.20).
| HILGX | JVMIX | HILGX / JVMIX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.00 | 0.86 | 116% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 6.915 | 11.725 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 24.2B | 1% |
| Annual Yield % from dividends | 1.13 | 0.74 | 152% |
| Returns for 1 year | -1.29 | -0.89 | 146% |
| Returns for 3 years | 24.77 | 34.98 | 71% |
| Returns for 5 years | 19.20 | 61.98 | 31% |
| Returns for 10 years | 9.40 | 65.12 | 14% |
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