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HMVJX vs JVMIX
HMVJX vs JVMIX Comparison
Open Charts HMVJX vs JVMIX
Hartford MidCap Value I
Price$16.10
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HMVJX vs JVMIX Comparison Chart in %
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HMVJX vs. JVMIX 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 HMVJX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. HMVJX (1.15B). HMVJX pays higher dividends than JVMIX: HMVJX (0.91) vs JVMIX (0.78). HMVJX was incepted earlier than JVMIX: HMVJX (15 years) vs JVMIX (28 years). JVMIX (0.88) and HMVJX (0.87) have similar cost to investors . HMVJX is a more actively managed with annual turnover of: 132.00 vs. JVMIX (47.00). HMVJX has a lower initial minimum investment than JVMIX: HMVJX (2000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 3.45 vs. HMVJX (-1.55). JVMIX return over 5 years is better than : 62.76 vs. HMVJX (38.21).
| HMVJX | JVMIX | HMVJX / JVMIX | |
| Total Expense Ratio | 0.87 | 0.87 | 100% |
| Annual Report Gross Expense Ratio | 0.87 | 0.88 | 99% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 2.028 | 8.423 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 22.6B | 5% |
| Annual Yield % from dividends | 0.91 | 0.78 | 117% |
| Returns for 1 year | -1.55 | 3.45 | -45% |
| Returns for 3 years | 4.39 | 23.84 | 18% |
| Returns for 5 years | 38.21 | 62.76 | 61% |
| Returns for 10 years | 7.12 | 48.34 | 15% |
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