HILGX
Price
$11.88
Change
+$0.03 (+0.25%)
Updated
Jul 3 closing price
Net Assets
135.81M
JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
Interact to see
Advertisement

HILGX vs JVMIX

Header iconHILGX vs JVMIX Comparison
Open Charts HILGX vs JVMIXBanner chart's image
Hennessy Cornerstone Large Growth Instl
Price$11.88
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets135.81M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HILGX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HILGX vs. JVMIX 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 HILGX is a Buy and JVMIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. HILGX (136M). HILGX pays higher dividends than JVMIX: HILGX (1.18) vs JVMIX (0.78). HILGX was incepted earlier than JVMIX: HILGX (16 years) vs JVMIX (28 years). HILGX (1.00) is less costly to investors than JVMIX (0.88). HILGX is a more actively managed with annual turnover of: 54.00 vs. JVMIX (47.00). HILGX (250000) and JVMIX (250000) have matching initial minimum investment requirements. JVMIX (3.45) and HILGX (3.42) have marching annual gain over last year. JVMIX return over 5 years is better than : 62.76 vs. HILGX (27.15).
HILGXJVMIXHILGX / JVMIX
Total Expense Ratio1.000.87115%
Annual Report Gross Expense Ratio1.000.88114%
Fund Existence16 years28 years-
Gain YTD5.3198.42363%
Front LoadN/AN/A-
Min. Initial Investment250000250000100%
Min. Initial Investment IRAN/AN/A-
Net Assets136M22.6B1%
Annual Yield % from dividends1.180.78152%
Returns for 1 year3.423.4599%
Returns for 3 years14.4523.8461%
Returns for 5 years27.1562.7643%
Returns for 10 years-3.1948.34-7%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CCSO22.980.34
+1.52%
Carbon Collective Climate Sol US Eq ETF
UTES74.910.99
+1.34%
Virtus Reaves Utilities ETF
VCR369.492.31
+0.63%
Vanguard Consumer Discretionary ETF
DMX50.260.09
+0.18%
DoubleLine Multi-Sector Income ETF
SPRE19.35-0.01
-0.05%
SP Funds S&P Global REIT Sharia ETF