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HMVRX vs JVMSX
HMVRX vs JVMSX Comparison
Open Charts HMVRX vs JVMSX
Hartford MidCap Value R3
Price$17.63
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets1.18B
JHancock Disciplined Value Mid Cap R2
Price$28.62
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets24.68B
HMVRX vs JVMSX Comparison Chart in %
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HMVRX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. HMVRX (1.18B). JVMSX pays higher dividends than HMVRX: JVMSX (0.38) vs HMVRX (0.09). HMVRX was incepted earlier than JVMSX: HMVRX (16 years) vs JVMSX (14 years). HMVRX (1.48) is less costly to investors than JVMSX (1.25). 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 : 5.70 vs. HMVRX (4.17). JVMSX return over 5 years is better than : 19.98 vs. HMVRX (7.61).
| HMVRX | JVMSX | HMVRX / JVMSX | |
| Total Expense Ratio | 1.48 | 1.24 | 119% |
| Annual Report Gross Expense Ratio | 1.48 | 1.25 | 118% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 4.567 | 4.797 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 24.7B | 5% |
| Annual Yield % from dividends | 0.09 | 0.38 | 23% |
| Returns for 1 year | 4.17 | 5.70 | 73% |
| Returns for 3 years | 6.00 | 13.28 | 45% |
| Returns for 5 years | 7.61 | 19.98 | 38% |
| Returns for 10 years | 39.40 | 69.79 | 56% |
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