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HMVSX vs JVMIX
HMVSX vs JVMIX Comparison
Open Charts HMVSX vs JVMIX
Hartford MidCap Value R4
Price$17.86
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
HMVSX vs JVMIX Comparison Chart in %
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HMVSX vs. JVMIX commentary
Jul 27, 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. HMVSX (1.16B). JVMIX pays higher dividends than HMVSX: JVMIX (0.78) vs HMVSX (0.50). HMVSX was incepted earlier than JVMIX: HMVSX (15 years) vs JVMIX (28 years). HMVSX (1.18) is less costly to investors than JVMIX (0.88). HMVSX is a more actively managed with annual turnover of: 132.00 vs. JVMIX (49.00). HMVSX has a lower initial minimum investment than JVMIX: HMVSX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 1.20 vs. HMVSX (-4.83). JVMIX return over 5 years is better than : 58.07 vs. HMVSX (35.45).
| HMVSX | JVMIX | HMVSX / JVMIX | |
| Total Expense Ratio | 1.18 | 0.87 | 136% |
| Annual Report Gross Expense Ratio | 1.18 | 0.88 | 134% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 2.232 | 9.314 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 23.1B | 5% |
| Annual Yield % from dividends | 0.50 | 0.78 | 64% |
| Returns for 1 year | -4.83 | 1.20 | -402% |
| Returns for 3 years | 2.66 | 21.47 | 12% |
| Returns for 5 years | 35.45 | 58.07 | 61% |
| Returns for 10 years | 12.80 | 50.28 | 25% |
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