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HILGX vs JVMSX
HILGX vs JVMSX Comparison
Open Charts HILGX vs JVMSX
Hennessy Cornerstone Large Growth Instl
Price$11.88
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets135.81M
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HILGX vs JVMSX Comparison Chart in %
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HILGX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. HILGX (136M). HILGX pays higher dividends than JVMSX: HILGX (1.18) vs JVMSX (0.42). HILGX was incepted earlier than JVMSX: HILGX (16 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than HILGX (1.00). HILGX is a more actively managed with annual turnover of: 54.00 vs. JVMSX (47.00). JVMSX has a lower initial minimum investment than HILGX: JVMSX (0) vs HILGX (250000). HILGX annual gain was more profitable for investors over the last year : 3.42 vs. JVMSX (3.00). JVMSX return over 5 years is better than : 60.52 vs. HILGX (27.15).
| HILGX | JVMSX | HILGX / JVMSX | |
| Total Expense Ratio | 1.00 | 1.25 | 80% |
| Annual Report Gross Expense Ratio | 1.00 | 1.26 | 79% |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 5.319 | 8.206 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 22.6B | 1% |
| Annual Yield % from dividends | 1.18 | 0.42 | 283% |
| Returns for 1 year | 3.42 | 3.00 | 114% |
| Returns for 3 years | 14.45 | 22.77 | 63% |
| Returns for 5 years | 27.15 | 60.52 | 45% |
| Returns for 10 years | -3.19 | 44.56 | -7% |
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