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HMVCX vs JVMSX
HMVCX vs JVMSX Comparison
Open Charts HMVCX vs JVMSX
Hartford MidCap Value C
Price$10.60
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap R2
Price$27.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
HMVCX vs JVMSX Comparison Chart in %
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HMVCX vs. JVMSX commentary
Dec 26, 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 HMVCX is a Buy and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. HMVCX (1.16B). JVMSX pays higher dividends than HMVCX: JVMSX (0.40) vs HMVCX (0.25). HMVCX was incepted earlier than JVMSX: HMVCX (25 years) vs JVMSX (14 years). HMVCX (1.95) is less costly to investors than JVMSX (1.25). HMVCX is a more actively managed with annual turnover of: 132.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than HMVCX: JVMSX (0) vs HMVCX (2000). JVMSX annual gain was more profitable for investors over the last year : 2.33 vs. HMVCX (-1.28). JVMSX return over 5 years is better than : 22.07 vs. HMVCX (-9.24).
| HMVCX | JVMSX | HMVCX / JVMSX | |
| Total Expense Ratio | 1.95 | 1.24 | 157% |
| Annual Report Gross Expense Ratio | 1.95 | 1.25 | 156% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -0.563 | 3.357 | -17% |
| Front Load | N/A | 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 | 0.25 | 0.40 | 64% |
| Returns for 1 year | -1.28 | 2.33 | -55% |
| Returns for 3 years | -2.50 | 15.34 | -16% |
| Returns for 5 years | -9.24 | 22.07 | -42% |
| Returns for 10 years | -9.53 | 47.11 | -20% |
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