Interact to see
Advertisement
Advertisement
HMVAX vs JVMTX
HMVAX vs JVMTX Comparison
Open Charts HMVAX vs JVMTX
Hartford MidCap Value A
Price$15.82
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HMVAX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVAX vs. JVMTX commentary
Jul 06, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. HMVAX (1.15B). HMVAX pays higher dividends than JVMTX: HMVAX (0.69) vs JVMTX (0.65). HMVAX was incepted earlier than JVMTX: HMVAX (24 years) vs JVMTX (12 years). HMVAX (1.14) and JVMTX (1.11) have similar cost to investors . HMVAX is a more actively managed with annual turnover of: 132.00 vs. JVMTX (47.00). 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 : 3.31 vs. HMVAX (-2.02). JVMTX return over 5 years is better than : 61.96 vs. HMVAX (35.80).
| HMVAX | JVMTX | HMVAX / JVMTX | |
| Total Expense Ratio | 1.14 | 1.00 | 114% |
| Annual Report Gross Expense Ratio | 1.14 | 1.11 | 103% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 1.867 | 8.361 | 22% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 22.6B | 5% |
| Annual Yield % from dividends | 0.69 | 0.65 | 106% |
| Returns for 1 year | -2.02 | 3.31 | -61% |
| Returns for 3 years | 2.99 | 23.47 | 13% |
| Returns for 5 years | 35.80 | 61.96 | 58% |
| Returns for 10 years | 4.14 | 46.97 | 9% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPXV | 68.60 | 1.00 | +1.48% |
| ProShares S&P 500® ex-Health Care | |||
| UTES | 74.91 | 0.99 | +1.34% |
| Virtus Reaves Utilities ETF | |||
| VCR | 369.49 | 2.31 | +0.63% |
| Vanguard Consumer Discretionary ETF | |||
| HYTR | 21.78 | 0.01 | +0.03% |
| Counterpoint High Yield Trend ETF | |||
| FIVY | 40.50 | -0.14 | -0.34% |
| YieldMax Dorsey Wright Hybrid 5 Inc ETF | |||