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HMVTX vs JVMIX
HMVTX vs JVMIX Comparison
Open Charts HMVTX vs JVMIX
Hartford MidCap Value R5
Price$18.17
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HMVTX vs JVMIX Comparison Chart in %
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HMVTX vs. JVMIX 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 HMVTX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. HMVTX (1.15B). 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 (47.00). 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 : 3.45 vs. HMVTX (-0.32). JVMIX return over 5 years is better than : 62.76 vs. HMVTX (42.81).
| 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 | 2.021 | 8.423 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 22.6B | 5% |
| Annual Yield % from dividends | 0.81 | 0.78 | 104% |
| Returns for 1 year | -0.32 | 3.45 | -9% |
| Returns for 3 years | 7.23 | 23.84 | 30% |
| Returns for 5 years | 42.81 | 62.76 | 68% |
| Returns for 10 years | 13.43 | 48.34 | 28% |
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