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HMVFX vs JVMTX
HMVFX vs JVMTX Comparison
Open Charts HMVFX vs JVMTX
Hartford MidCap Value F
Price$16.11
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HMVFX vs JVMTX Comparison Chart in %
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HMVFX 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 HMVFX is a Buy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. HMVFX (1.15B). HMVFX pays higher dividends than JVMTX: HMVFX (1.01) vs JVMTX (0.65). HMVFX was incepted earlier than JVMTX: HMVFX (8 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than HMVFX (0.76). HMVFX is a more actively managed with annual turnover of: 132.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than HMVFX: JVMTX (0) vs HMVFX (1000000). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. HMVFX (-1.44). JVMTX return over 5 years is better than : 61.96 vs. HMVFX (38.78).
| HMVFX | JVMTX | HMVFX / JVMTX | |
| Total Expense Ratio | 0.76 | 1.00 | 76% |
| Annual Report Gross Expense Ratio | 0.76 | 1.11 | 68% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 2.091 | 8.361 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 22.6B | 5% |
| Annual Yield % from dividends | 1.01 | 0.65 | 156% |
| Returns for 1 year | -1.44 | 3.31 | -44% |
| Returns for 3 years | 4.75 | 23.47 | 20% |
| Returns for 5 years | 38.78 | 61.96 | 63% |
| Returns for 10 years | N/A | 46.97 | - |
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