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HMVYX vs JVMTX
HMVYX vs JVMTX Comparison
Open Charts HMVYX vs JVMTX
Hartford MidCap Value Y
Price$18.24
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HMVYX vs JVMTX Comparison Chart in %
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HMVYX vs. JVMTX commentary
Jul 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. HMVYX (1.15B). HMVYX pays higher dividends than JVMTX: HMVYX (0.81) vs JVMTX (0.65). HMVYX was incepted earlier than JVMTX: HMVYX (24 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than HMVYX (0.87). HMVYX is a more actively managed with annual turnover of: 132.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than HMVYX: JVMTX (0) vs HMVYX (250000). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. HMVYX (-0.31). JVMTX return over 5 years is better than : 61.96 vs. HMVYX (42.95).
| HMVYX | JVMTX | HMVYX / JVMTX | |
| Total Expense Ratio | 0.87 | 1.00 | 87% |
| Annual Report Gross Expense Ratio | 0.87 | 1.11 | 78% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 2.013 | 8.361 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 22.6B | 5% |
| Annual Yield % from dividends | 0.81 | 0.65 | 125% |
| Returns for 1 year | -0.31 | 3.31 | -9% |
| Returns for 3 years | 7.36 | 23.47 | 31% |
| Returns for 5 years | 42.95 | 61.96 | 69% |
| Returns for 10 years | 13.89 | 46.97 | 30% |
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