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HMVCX vs JVMTX
HMVCX vs JVMTX Comparison
Open Charts HMVCX vs JVMTX
Hartford MidCap Value C
Price$10.81
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HMVCX vs JVMTX Comparison Chart in %
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HMVCX vs. JVMTX commentary
Jul 07, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. HMVCX (1.15B). JVMTX pays higher dividends than HMVCX: JVMTX (0.65) vs HMVCX (0.26). HMVCX was incepted earlier than JVMTX: HMVCX (24 years) vs JVMTX (12 years). HMVCX (1.95) is less costly to investors than JVMTX (1.11). HMVCX is a more actively managed with annual turnover of: 132.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than HMVCX: JVMTX (0) vs HMVCX (2000). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. HMVCX (-7.56). JVMTX return over 5 years is better than : 61.96 vs. HMVCX (15.40).
| HMVCX | JVMTX | HMVCX / JVMTX | |
| Total Expense Ratio | 1.95 | 1.00 | 195% |
| Annual Report Gross Expense Ratio | 1.95 | 1.11 | 176% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 1.407 | 8.361 | 17% |
| Front Load | N/A | 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 | 0.26 | 0.65 | 40% |
| Returns for 1 year | -7.56 | 3.31 | -228% |
| Returns for 3 years | -9.53 | 23.47 | -41% |
| Returns for 5 years | 15.40 | 61.96 | 25% |
| Returns for 10 years | -19.75 | 46.97 | -42% |
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