Interact to see
Advertisement
Advertisement
HMVSX vs JVMTX
HMVSX vs JVMTX Comparison
Open Charts HMVSX vs JVMTX
Hartford MidCap Value R4
Price$17.79
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HMVSX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVSX vs. JVMTX commentary
Jul 07, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. HMVSX (1.15B). JVMTX pays higher dividends than HMVSX: JVMTX (0.65) vs HMVSX (0.50). HMVSX was incepted earlier than JVMTX: HMVSX (15 years) vs JVMTX (12 years). HMVSX (1.18) is less costly to investors than JVMTX (1.11). HMVSX is a more actively managed with annual turnover of: 132.00 vs. JVMTX (47.00). HMVSX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. HMVSX (-0.85). JVMTX return over 5 years is better than : 61.96 vs. HMVSX (40.28).
| HMVSX | JVMTX | HMVSX / JVMTX | |
| Total Expense Ratio | 1.18 | 1.00 | 118% |
| Annual Report Gross Expense Ratio | 1.18 | 1.11 | 106% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 1.832 | 8.361 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 22.6B | 5% |
| Annual Yield % from dividends | 0.50 | 0.65 | 77% |
| Returns for 1 year | -0.85 | 3.31 | -26% |
| Returns for 3 years | 5.68 | 23.47 | 24% |
| Returns for 5 years | 40.28 | 61.96 | 65% |
| Returns for 10 years | 9.90 | 46.97 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPXV | 68.60 | 1.00 | +1.48% |
| ProShares S&P 500® ex-Health Care | |||
| UTES | 74.91 | 0.99 | +1.34% |
| Virtus Reaves Utilities ETF | |||
| VCR | 369.49 | 2.31 | +0.63% |
| Vanguard Consumer Discretionary ETF | |||
| HYTR | 21.78 | 0.01 | +0.03% |
| Counterpoint High Yield Trend ETF | |||
| FIVY | 40.50 | -0.14 | -0.34% |
| YieldMax Dorsey Wright Hybrid 5 Inc ETF | |||