Interact to see
Advertisement
Advertisement
HMVJX vs JVMTX
HMVJX vs JVMTX Comparison
Open Charts HMVJX vs JVMTX
Hartford MidCap Value I
Price$16.47
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets1.18B
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
HMVJX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVJX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. HMVJX (1.18B). HMVJX pays higher dividends than JVMTX: HMVJX (1.04) vs JVMTX (0.62). HMVJX was incepted earlier than JVMTX: HMVJX (16 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than HMVJX (0.87). HMVJX is a more actively managed with annual turnover of: 132.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than HMVJX: JVMTX (0) vs HMVJX (2000). JVMTX annual gain was more profitable for investors over the last year : 6.04 vs. HMVJX (4.61). JVMTX return over 5 years is better than : 21.31 vs. HMVJX (9.04).
| HMVJX | JVMTX | HMVJX / JVMTX | |
| Total Expense Ratio | 0.87 | 0.99 | 88% |
| Annual Report Gross Expense Ratio | 0.87 | 1.10 | 79% |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 4.638 | 4.812 | 96% |
| 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 | 0.62 | 167% |
| Returns for 1 year | 4.61 | 6.04 | 76% |
| Returns for 3 years | 6.76 | 14.24 | 47% |
| Returns for 5 years | 9.04 | 21.31 | 42% |
| Returns for 10 years | 42.03 | 73.13 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement