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HMVAX vs JVMSX
HMVAX vs JVMSX Comparison
Open Charts HMVAX vs JVMSX
Hartford MidCap Value A
Price$15.88
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.16B
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
HMVAX vs JVMSX Comparison Chart in %
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HMVAX vs. JVMSX commentary
Dec 28, 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 HMVAX is a Buy and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. HMVAX (1.16B). HMVAX pays higher dividends than JVMSX: HMVAX (0.66) vs JVMSX (0.40). HMVAX was incepted earlier than JVMSX: HMVAX (25 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than HMVAX (1.14). HMVAX is a more actively managed with annual turnover of: 132.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than HMVAX: JVMSX (0) vs HMVAX (2000). JVMSX annual gain was more profitable for investors over the last year : 2.29 vs. HMVAX (1.21). JVMSX return over 5 years is better than : 22.25 vs. HMVAX (9.01).
| HMVAX | JVMSX | HMVAX / JVMSX | |
| Total Expense Ratio | 1.14 | 1.24 | 92% |
| Annual Report Gross Expense Ratio | 1.14 | 1.25 | 91% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 2.254 | 3.506 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 23.9B | 5% |
| Annual Yield % from dividends | 0.66 | 0.40 | 166% |
| Returns for 1 year | 1.21 | 2.29 | 53% |
| Returns for 3 years | 9.48 | 15.22 | 62% |
| Returns for 5 years | 9.01 | 22.25 | 41% |
| Returns for 10 years | 17.78 | 46.26 | 38% |