Interact to see
Advertisement
Advertisement
HMVTX vs JVMIX
HMVTX vs JVMIX Comparison
Open Charts HMVTX vs JVMIX
Hartford MidCap Value R5
Price$18.11
Change-$0.11 (-0.60%)
VolumeN/A
Net Assets1.14B
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
HMVTX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVTX vs. JVMIX commentary
Aug 18, 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 HMVTX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. HMVTX (1.14B). HMVTX (0.80) and JVMIX (0.76) have matching dividends . HMVTX was incepted earlier than JVMIX: HMVTX (15 years) vs JVMIX (28 years). HMVTX (0.88) and JVMIX (0.88) have similar cost to investors . HMVTX is a more actively managed with annual turnover of: 132.00 vs. JVMIX (49.00). HMVTX has a lower initial minimum investment than JVMIX: HMVTX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. HMVTX (-5.14). JVMIX return over 5 years is better than : 50.10 vs. HMVTX (30.61).
| HMVTX | JVMIX | HMVTX / JVMIX | |
| Total Expense Ratio | 0.88 | 0.87 | 101% |
| Annual Report Gross Expense Ratio | 0.88 | 0.88 | 100% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 1.684 | 8.980 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 23.6B | 5% |
| Annual Yield % from dividends | 0.80 | 0.76 | 105% |
| Returns for 1 year | -5.14 | 0.76 | -678% |
| Returns for 3 years | -4.18 | 11.90 | -35% |
| Returns for 5 years | 30.61 | 50.10 | 61% |
| Returns for 10 years | 12.92 | 45.29 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement