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HMVYX vs JVMIX
HMVYX vs JVMIX Comparison
Open Charts HMVYX vs JVMIX
Hartford MidCap Value Y
Price$19.02
Change+$0.75 (+4.11%)
VolumeN/A
Net Assets1.19B
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
HMVYX vs JVMIX Comparison Chart in %
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HMVYX vs. JVMIX commentary
Feb 05, 2026
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: 24.7B vs. HMVYX (1.19B). HMVYX pays higher dividends than JVMIX: HMVYX (0.80) vs JVMIX (0.72). HMVYX was incepted earlier than JVMIX: HMVYX (25 years) vs JVMIX (29 years). HMVYX (0.87) and JVMIX (0.86) have similar cost to investors . HMVYX is a more actively managed with annual turnover of: 192.00 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 : 4.96 vs. HMVYX (4.03). JVMIX return over 5 years is better than : 23.04 vs. HMVYX (14.44).
| HMVYX | JVMIX | HMVYX / JVMIX | |
| Total Expense Ratio | 0.87 | 0.85 | 102% |
| Annual Report Gross Expense Ratio | 0.87 | 0.86 | 101% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 6.020 | 5.206 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 24.7B | 5% |
| Annual Yield % from dividends | 0.80 | 0.72 | 111% |
| Returns for 1 year | 4.03 | 4.96 | 81% |
| Returns for 3 years | 6.12 | 11.72 | 52% |
| Returns for 5 years | 14.44 | 23.04 | 63% |
| Returns for 10 years | 53.52 | 78.79 | 68% |
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