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HMVFX vs JVMIX
HMVFX vs JVMIX Comparison
Open Charts HMVFX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
HMVFX vs JVMIX Comparison Chart
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HMVFX vs. JVMIX commentary
Jun 15, 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 HMVFX is a Hold and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. HMVFX (1.1B). HMVFX pays higher dividends than JVMIX: HMVFX (1.04) vs JVMIX (0.80). HMVFX was incepted earlier than JVMIX: HMVFX (8 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than HMVFX (0.76). HMVFX is a more actively managed with annual turnover of: 132.00 vs. JVMIX (47.00). JVMIX has a lower initial minimum investment than HMVFX: JVMIX (250000) vs HMVFX (1000000). JVMIX annual gain was more profitable for investors over the last year : -2.87 vs. HMVFX (-6.91). JVMIX return over 5 years is better than : 52.19 vs. HMVFX (30.95).
| HMVFX | JVMIX | HMVFX / JVMIX | |
| Total Expense Ratio | 0.76 | 0.87 | 87% |
| Annual Report Gross Expense Ratio | 0.76 | 0.88 | 86% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -3.105 | 2.486 | -125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 21.5B | 5% |
| Annual Yield % from dividends | 1.04 | 0.80 | 130% |
| Returns for 1 year | -6.91 | -2.87 | 241% |
| Returns for 3 years | 0.05 | 16.82 | 0% |
| Returns for 5 years | 30.95 | 52.19 | 59% |
| Returns for 10 years | N/A | 36.89 | - |