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HMVRX vs JVMSX
HMVRX vs JVMSX Comparison
Open Charts HMVRX vs JVMSX
Hartford MidCap Value R3
Price$17.02
Change-$0.12 (-0.70%)
VolumeN/A
Net Assets1.14B
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
HMVRX vs JVMSX Comparison Chart in %
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HMVRX vs. JVMSX commentary
Aug 19, 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 HMVRX is a Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. HMVRX (1.14B). JVMSX pays higher dividends than HMVRX: JVMSX (0.41) vs HMVRX (0.31). HMVRX was incepted earlier than JVMSX: HMVRX (15 years) vs JVMSX (13 years). HMVRX (1.48) is less costly to investors than JVMSX (1.26). HMVRX is a more actively managed with annual turnover of: 132.00 vs. JVMSX (49.00). HMVRX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. HMVRX (-6.37). JVMSX return over 5 years is better than : 48.09 vs. HMVRX (25.28).
| HMVRX | JVMSX | HMVRX / JVMSX | |
| Total Expense Ratio | 1.48 | 1.25 | 118% |
| Annual Report Gross Expense Ratio | 1.48 | 1.26 | 117% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 1.249 | 8.728 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 23.6B | 5% |
| Annual Yield % from dividends | 0.31 | 0.41 | 75% |
| Returns for 1 year | -6.37 | 0.34 | -1,869% |
| Returns for 3 years | -7.23 | 10.96 | -66% |
| Returns for 5 years | 25.28 | 48.09 | 53% |
| Returns for 10 years | 5.25 | 41.60 | 13% |
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