HMVTX
Price
$18.25
Change
+$0.06 (+0.33%)
Updated
Jul 25 closing price
Net Assets
1.15B
JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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HMVTX vs JVMIX

Header iconHMVTX vs JVMIX Comparison
Open Charts HMVTX vs JVMIXBanner chart's image
Hartford MidCap Value R5
Price$18.25
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
HMVTX vs JVMIX Comparison Chart in %
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HMVTX 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 HMVTX is a Buy and JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. HMVTX (1.16B). HMVTX (0.81) and JVMIX (0.78) 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 : 1.20 vs. HMVTX (-4.30). JVMIX return over 5 years is better than : 58.07 vs. HMVTX (37.93).
HMVTXJVMIXHMVTX / JVMIX
Total Expense Ratio0.880.87101%
Annual Report Gross Expense Ratio0.880.88100%
Fund Existence15 years28 years-
Gain YTD2.4719.31427%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.16B23.1B5%
Annual Yield % from dividends0.810.78104%
Returns for 1 year-4.301.20-357%
Returns for 3 years4.1621.4719%
Returns for 5 years37.9358.0765%
Returns for 10 years16.3850.2833%
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