Interact to see
Advertisement
Advertisement
HILGX vs JVMTX
HILGX vs JVMTX Comparison
Open Charts HILGX vs JVMTX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 5.319 | 8.361 | 64% |
| 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 | 0.65 | 183% |
| Returns for 1 year | 3.42 | 3.31 | 103% |
| Returns for 3 years | 14.45 | 23.47 | 62% |
| Returns for 5 years | 27.15 | 61.96 | 44% |
| Returns for 10 years | -3.19 | 46.97 | -7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PMCKX | 24.36 | 0.11 | +0.45% |
| Victory Pioneer Mid Cap Value R6 | |||
| MWMZX | 33.28 | 0.12 | +0.36% |
| VanEck Morningstar Wide Moat Z | |||
| DIEFX | 15.03 | 0.04 | +0.27% |
| Destinations International Equity I | |||
| HDDVX | 18.26 | 0.04 | +0.22% |
| Janus Henderson International Div D | |||
| VIAAX | 43.83 | 0.02 | +0.05% |
| Vanguard Intl Div Apprec Idx Adm | |||