HILGX
Price
$11.90
Change
+$0.03 (+0.25%)
Updated
Jul 25 closing price
Net Assets
135.36M
JVMTX
Price
$29.40
Change
+$0.19 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
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HILGX vs JVMTX

Header iconHILGX vs JVMTX Comparison
Open Charts HILGX vs JVMTXBanner chart's image
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.

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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).
HILGXJVMTXHILGX / JVMTX
Total Expense Ratio1.001.00100%
Annual Report Gross Expense Ratio1.001.1190%
Fund Existence16 years12 years-
Gain YTD5.4969.25359%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets135M23.1B1%
Annual Yield % from dividends1.180.65183%
Returns for 1 year1.501.07140%
Returns for 3 years13.3821.1563%
Returns for 5 years21.6457.2938%
Returns for 10 years-2.2248.90-5%
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