HILGX
Price
$11.88
Change
+$0.03 (+0.25%)
Updated
Jul 3 closing price
Net Assets
135.81M
JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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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$11.88
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets135.81M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HILGX vs JVMTX Comparison Chart in %
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HILGX vs. JVMTX 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 JVMTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. HILGX (136M). 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 (47.00). JVMTX has a lower initial minimum investment than HILGX: JVMTX (0) vs HILGX (250000). HILGX (3.42) and JVMTX (3.31) have marching annual gain over last year. JVMTX return over 5 years is better than : 61.96 vs. HILGX (27.15).
HILGXJVMTXHILGX / JVMTX
Total Expense Ratio1.001.00100%
Annual Report Gross Expense Ratio1.001.1190%
Fund Existence16 years12 years-
Gain YTD5.3198.36164%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets136M22.6B1%
Annual Yield % from dividends1.180.65183%
Returns for 1 year3.423.31103%
Returns for 3 years14.4523.4762%
Returns for 5 years27.1561.9644%
Returns for 10 years-3.1946.97-7%
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