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HMVYX vs JVMIX
HMVYX vs JVMIX Comparison
Open Charts HMVYX vs JVMIX
Hartford MidCap Value Y
Price$18.53
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.16B
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
HMVYX vs JVMIX Comparison Chart in %
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HMVYX vs. JVMIX commentary
Sep 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 HMVYX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. HMVYX (1.16B). HMVYX pays higher dividends than JVMIX: HMVYX (0.78) vs JVMIX (0.74). HMVYX was incepted earlier than JVMIX: HMVYX (24 years) vs JVMIX (28 years). HMVYX (0.87) and JVMIX (0.86) 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 : 2.91 vs. HMVYX (-4.18). JVMIX return over 5 years is better than : 54.86 vs. HMVYX (37.34).
| HMVYX | JVMIX | HMVYX / JVMIX | |
| Total Expense Ratio | 0.87 | 0.85 | 102% |
| Annual Report Gross Expense Ratio | 0.87 | 0.86 | 101% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 3.635 | 11.985 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 24.3B | 5% |
| Annual Yield % from dividends | 0.78 | 0.74 | 105% |
| Returns for 1 year | -4.18 | 2.91 | -144% |
| Returns for 3 years | 7.57 | 24.95 | 30% |
| Returns for 5 years | 37.34 | 54.86 | 68% |
| Returns for 10 years | 23.01 | 58.60 | 39% |
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