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HMVAX vs JVMTX
HMVAX vs JVMTX Comparison
Open Charts HMVAX vs JVMTX
Hartford MidCap Value A
Price$16.41
Change+$0.57 (+3.60%)
VolumeN/A
Net Assets1.18B
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
HMVAX vs JVMTX Comparison Chart in %
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HMVAX 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 HMVAX is a Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. HMVAX (1.19B). HMVAX pays higher dividends than JVMTX: HMVAX (0.68) vs JVMTX (0.60). HMVAX was incepted earlier than JVMTX: HMVAX (25 years) vs JVMTX (13 years). HMVAX (1.14) and JVMTX (1.10) have similar cost to investors . HMVAX is a more actively managed with annual turnover of: 192.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than HMVAX: JVMTX (0) vs HMVAX (2000). JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. HMVAX (3.18). JVMTX return over 5 years is better than : 22.28 vs. HMVAX (7.94).
| HMVAX | JVMTX | HMVAX / JVMTX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 1.10 | 104% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 6.008 | 5.177 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 24.7B | 5% |
| Annual Yield % from dividends | 0.68 | 0.60 | 114% |
| Returns for 1 year | 3.18 | 4.79 | 66% |
| Returns for 3 years | 2.40 | 11.22 | 21% |
| Returns for 5 years | 7.94 | 22.28 | 36% |
| Returns for 10 years | 40.04 | 76.80 | 52% |
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