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HMVSX vs JVMAX
HMVSX vs JVMAX Comparison
Open Charts HMVSX vs JVMAX
Hartford MidCap Value R4
Price$18.06
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.16B
JHancock Disciplined Value Mid Cap A
Price$28.42
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.32B
HMVSX vs JVMAX Comparison Chart in %
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HMVSX vs. JVMAX commentary
Sep 09, 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 HMVSX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. HMVSX (1.16B). JVMAX pays higher dividends than HMVSX: JVMAX (0.55) vs HMVSX (0.48). HMVSX was incepted earlier than JVMAX: HMVSX (15 years) vs JVMAX (28 years). HMVSX (1.18) is less costly to investors than JVMAX (1.11). HMVSX is a more actively managed with annual turnover of: 132.00 vs. JVMAX (49.00). HMVSX has a lower initial minimum investment than JVMAX: HMVSX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 2.01 vs. HMVSX (-4.73). JVMAX return over 5 years is better than : 51.61 vs. HMVSX (34.74).
| HMVSX | JVMAX | HMVSX / JVMAX | |
| Total Expense Ratio | 1.18 | 1.10 | 107% |
| Annual Report Gross Expense Ratio | 1.18 | 1.11 | 106% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 3.377 | 11.802 | 29% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 24.3B | 5% |
| Annual Yield % from dividends | 0.48 | 0.55 | 87% |
| Returns for 1 year | -4.73 | 2.01 | -235% |
| Returns for 3 years | 5.92 | 23.09 | 26% |
| Returns for 5 years | 34.74 | 51.61 | 67% |
| Returns for 10 years | 18.71 | 52.52 | 36% |
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