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HMVSX vs JVMIX
HMVSX vs JVMIX Comparison
Open Charts HMVSX vs JVMIX
Hartford MidCap Value R4
Price$16.89
Change-$0.24 (-1.40%)
VolumeN/A
Net Assets1.1B
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
HMVSX vs JVMIX Comparison Chart
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HMVSX vs. JVMIX commentary
Jun 15, 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 Hold and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. HMVSX (1.1B). JVMIX pays higher dividends than HMVSX: JVMIX (0.80) vs HMVSX (0.51). 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 (47.00). 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 : -2.87 vs. HMVSX (-6.38). JVMIX return over 5 years is better than : 52.19 vs. HMVSX (32.36).
| 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 | -3.320 | 2.486 | -134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 21.5B | 5% |
| Annual Yield % from dividends | 0.51 | 0.80 | 64% |
| Returns for 1 year | -6.38 | -2.87 | 223% |
| Returns for 3 years | 0.99 | 16.82 | 6% |
| Returns for 5 years | 32.36 | 52.19 | 62% |
| Returns for 10 years | 1.63 | 36.89 | 4% |
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