HMVAX
Price
$16.08
Change
+$0.02 (+0.12%)
Updated
Sep 8 closing price
Net Assets
1.16B
JVMSX
Price
$30.01
Change
+$0.08 (+0.27%)
Updated
Sep 8 closing price
Net Assets
24.38B
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HMVAX vs JVMSX

Header iconHMVAX vs JVMSX Comparison
Open Charts HMVAX vs JVMSXBanner chart's image
Hartford MidCap Value A
Price$16.08
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets1.16B
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
HMVAX vs JVMSX Comparison Chart in %
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HMVAX vs. JVMSX commentary
Sep 09, 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 Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. HMVAX (1.16B). HMVAX pays higher dividends than JVMSX: HMVAX (0.67) vs JVMSX (0.40). HMVAX was incepted earlier than JVMSX: HMVAX (24 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 : 2.46 vs. HMVAX (-5.86). JVMSX return over 5 years is better than : 52.77 vs. HMVAX (30.48).
HMVAXJVMSXHMVAX / JVMSX
Total Expense Ratio1.141.2492%
Annual Report Gross Expense Ratio1.141.2591%
Fund Existence24 years14 years-
Gain YTD3.41311.71229%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.16B24.4B5%
Annual Yield % from dividends0.670.40166%
Returns for 1 year-5.862.46-238%
Returns for 3 years3.2323.9014%
Returns for 5 years30.4852.7758%
Returns for 10 years12.4454.5923%
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