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HMVJX vs JVMSX
HMVJX vs JVMSX Comparison
Open Charts HMVJX vs JVMSX
Hartford MidCap Value I
Price$16.47
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets1.18B
JHancock Disciplined Value Mid Cap R2
Price$28.62
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets24.68B
HMVJX vs JVMSX Comparison Chart in %
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HMVJX vs. JVMSX commentary
Jan 16, 2026
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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. HMVJX (1.18B). HMVJX pays higher dividends than JVMSX: HMVJX (1.04) vs JVMSX (0.38). HMVJX was incepted earlier than JVMSX: HMVJX (16 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than HMVJX (0.87). HMVJX is a more actively managed with annual turnover of: 132.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than HMVJX: JVMSX (0) vs HMVJX (2000). JVMSX annual gain was more profitable for investors over the last year : 5.70 vs. HMVJX (4.61). JVMSX return over 5 years is better than : 19.98 vs. HMVJX (9.04).
| HMVJX | JVMSX | HMVJX / JVMSX | |
| Total Expense Ratio | 0.87 | 1.24 | 70% |
| Annual Report Gross Expense Ratio | 0.87 | 1.25 | 70% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 4.638 | 4.797 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 24.7B | 5% |
| Annual Yield % from dividends | 1.04 | 0.38 | 270% |
| Returns for 1 year | 4.61 | 5.70 | 81% |
| Returns for 3 years | 6.76 | 13.28 | 51% |
| Returns for 5 years | 9.04 | 19.98 | 45% |
| Returns for 10 years | 42.03 | 69.79 | 60% |
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