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HMVRX vs JVMAX
HMVRX vs JVMAX Comparison
Open Charts HMVRX vs JVMAX
Hartford MidCap Value R3
Price$17.63
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets1.18B
JHancock Disciplined Value Mid Cap A
Price$27.01
Change+$0.14 (+0.52%)
VolumeN/A
Net Assets24.6B
HMVRX vs JVMAX Comparison Chart in %
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HMVRX vs. JVMAX commentary
Jan 15, 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 HMVRX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.6B vs. HMVRX (1.18B). JVMAX pays higher dividends than HMVRX: JVMAX (0.55) vs HMVRX (0.09). HMVRX was incepted earlier than JVMAX: HMVRX (16 years) vs JVMAX (29 years). HMVRX (1.48) is less costly to investors than JVMAX (1.11). HMVRX is a more actively managed with annual turnover of: 132.00 vs. JVMAX (49.00). HMVRX has a lower initial minimum investment than JVMAX: HMVRX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 5.38 vs. HMVRX (4.17). JVMAX return over 5 years is better than : 18.65 vs. HMVRX (7.61).
| HMVRX | JVMAX | HMVRX / JVMAX | |
| Total Expense Ratio | 1.48 | 1.10 | 135% |
| Annual Report Gross Expense Ratio | 1.48 | 1.11 | 133% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 4.567 | 4.812 | 95% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 24.6B | 5% |
| Annual Yield % from dividends | 0.09 | 0.55 | 16% |
| Returns for 1 year | 4.17 | 5.38 | 77% |
| Returns for 3 years | 6.00 | 12.48 | 48% |
| Returns for 5 years | 7.61 | 18.65 | 41% |
| Returns for 10 years | 39.40 | 67.30 | 59% |
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