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HMVTX vs JVMSX
HMVTX vs JVMSX Comparison
Open Charts HMVTX vs JVMSX
Hartford MidCap Value R5
Price$18.11
Change-$0.11 (-0.60%)
VolumeN/A
Net Assets1.14B
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
HMVTX vs JVMSX Comparison Chart in %
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HMVTX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. HMVTX (1.14B). HMVTX pays higher dividends than JVMSX: HMVTX (0.80) vs JVMSX (0.41). HMVTX was incepted earlier than JVMSX: HMVTX (15 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than HMVTX (0.88). HMVTX is a more actively managed with annual turnover of: 132.00 vs. JVMSX (49.00). HMVTX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. HMVTX (-5.14). JVMSX return over 5 years is better than : 48.09 vs. HMVTX (30.61).
| HMVTX | JVMSX | HMVTX / JVMSX | |
| Total Expense Ratio | 0.88 | 1.25 | 70% |
| Annual Report Gross Expense Ratio | 0.88 | 1.26 | 70% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 1.684 | 8.728 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 23.6B | 5% |
| Annual Yield % from dividends | 0.80 | 0.41 | 195% |
| Returns for 1 year | -5.14 | 0.34 | -1,508% |
| Returns for 3 years | -4.18 | 10.96 | -38% |
| Returns for 5 years | 30.61 | 48.09 | 64% |
| Returns for 10 years | 12.92 | 41.60 | 31% |
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