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HILGX vs JVMTX
HILGX vs JVMTX Comparison
Open Charts HILGX vs JVMTX
Hennessy Cornerstone Large Growth Instl
Price$12.14
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets140.08M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
HILGX vs JVMTX Comparison Chart in %
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HILGX vs. JVMTX commentary
Feb 05, 2026
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 Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. HILGX (140M). HILGX pays higher dividends than JVMTX: HILGX (1.08) vs JVMTX (0.60). HILGX was incepted earlier than JVMTX: HILGX (17 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than HILGX (1.00). 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 : 6.26 vs. JVMTX (4.79). JVMTX return over 5 years is better than : 22.28 vs. HILGX (7.81).
| HILGX | JVMTX | HILGX / JVMTX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.10 | 91% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 6.212 | 5.177 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 24.7B | 1% |
| Annual Yield % from dividends | 1.08 | 0.60 | 182% |
| Returns for 1 year | 6.26 | 4.79 | 131% |
| Returns for 3 years | 18.36 | 11.22 | 164% |
| Returns for 5 years | 7.81 | 22.28 | 35% |
| Returns for 10 years | 46.43 | 76.80 | 60% |
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