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HMVYX vs JVMIX
HMVYX vs JVMIX Comparison
Open Charts HMVYX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
HMVYX vs JVMIX Comparison Chart
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HMVYX vs. JVMIX commentary
Jun 15, 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 Hold and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. HMVYX (1.1B). HMVYX (0.83) and JVMIX (0.80) have matching dividends . 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 (47.00). HMVYX (250000) and JVMIX (250000) have matching initial minimum investment requirements. JVMIX annual gain was more profitable for investors over the last year : -2.87 vs. HMVYX (-5.86). JVMIX return over 5 years is better than : 52.19 vs. HMVYX (34.84).
| 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 | -3.188 | 2.486 | -128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 21.5B | 5% |
| Annual Yield % from dividends | 0.83 | 0.80 | 104% |
| Returns for 1 year | -5.86 | -2.87 | 204% |
| Returns for 3 years | 2.53 | 16.82 | 15% |
| Returns for 5 years | 34.84 | 52.19 | 67% |
| Returns for 10 years | 5.30 | 36.89 | 14% |
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