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HILGX vs JVMTX
HILGX vs JVMTX Comparison
Open Charts HILGX vs JVMTX
Hennessy Cornerstone Large Growth Instl
Price$11.90
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets135.36M
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
HILGX vs JVMTX Comparison Chart in %
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HILGX vs. JVMTX commentary
Jul 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. HILGX (135M). HILGX pays higher dividends than JVMTX: HILGX (1.18) vs JVMTX (0.65). HILGX was incepted earlier than JVMTX: HILGX (16 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than HILGX (1.00). HILGX is a more actively managed with annual turnover of: 54.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than HILGX: JVMTX (0) vs HILGX (250000). HILGX annual gain was more profitable for investors over the last year : 1.50 vs. JVMTX (1.07). JVMTX return over 5 years is better than : 57.29 vs. HILGX (21.64).
| HILGX | JVMTX | HILGX / JVMTX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.00 | 1.11 | 90% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 5.496 | 9.253 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 23.1B | 1% |
| Annual Yield % from dividends | 1.18 | 0.65 | 183% |
| Returns for 1 year | 1.50 | 1.07 | 140% |
| Returns for 3 years | 13.38 | 21.15 | 63% |
| Returns for 5 years | 21.64 | 57.29 | 38% |
| Returns for 10 years | -2.22 | 48.90 | -5% |
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