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HMVYX vs JVMIX
HMVYX vs JVMIX Comparison
Open Charts HMVYX vs JVMIX
Hartford MidCap Value Y
Price$18.17
Change-$0.12 (-0.66%)
VolumeN/A
Net Assets1.14B
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
HMVYX vs JVMIX Comparison Chart in %
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HMVYX 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 HMVYX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. HMVYX (1.14B). HMVYX pays higher dividends than JVMIX: HMVYX (0.81) vs JVMIX (0.76). HMVYX was incepted earlier than JVMIX: HMVYX (24 years) vs JVMIX (28 years). JVMIX (0.88) and HMVYX (0.87) have similar cost to investors . HMVYX is a more actively managed with annual turnover of: 132.00 vs. JVMIX (49.00). HMVYX (250000) and JVMIX (250000) have matching initial minimum investment requirements. JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. HMVYX (-5.17). JVMIX return over 5 years is better than : 50.10 vs. HMVYX (30.70).
| HMVYX | JVMIX | HMVYX / JVMIX | |
| Total Expense Ratio | 0.87 | 0.87 | 100% |
| Annual Report Gross Expense Ratio | 0.87 | 0.88 | 99% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 1.622 | 8.980 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 23.6B | 5% |
| Annual Yield % from dividends | 0.81 | 0.76 | 105% |
| Returns for 1 year | -5.17 | 0.76 | -682% |
| Returns for 3 years | -4.10 | 11.90 | -35% |
| Returns for 5 years | 30.70 | 50.10 | 61% |
| Returns for 10 years | 13.38 | 45.29 | 30% |
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