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HNMDX vs JVMAX
HNMDX vs JVMAX Comparison
Open Charts HNMDX vs JVMAX
Heartland Mid Cap Value Institutional
Price$13.87
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets562.09M
JHancock Disciplined Value Mid Cap A
Price$27.64
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets23.06B
HNMDX vs JVMAX Comparison Chart in %
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HNMDX vs. JVMAX commentary
Jul 29, 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 HNMDX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. HNMDX (562M). HNMDX pays higher dividends than JVMAX: HNMDX (1.05) vs JVMAX (0.58). HNMDX was incepted earlier than JVMAX: HNMDX (11 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than HNMDX (0.99). HNMDX is a more actively managed with annual turnover of: 62.00 vs. JVMAX (49.00). JVMAX has a lower initial minimum investment than HNMDX: JVMAX (1000) vs HNMDX (500000). JVMAX annual gain was more profitable for investors over the last year : 0.36 vs. HNMDX (-2.90). JVMAX return over 5 years is better than : 54.69 vs. HNMDX (39.66).
| HNMDX | JVMAX | HNMDX / JVMAX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 0.99 | 1.13 | 88% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 2.954 | 9.166 | 32% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 23.1B | 2% |
| Annual Yield % from dividends | 1.05 | 0.58 | 183% |
| Returns for 1 year | -2.90 | 0.36 | -811% |
| Returns for 3 years | 13.14 | 19.68 | 67% |
| Returns for 5 years | 39.66 | 54.69 | 73% |
| Returns for 10 years | 54.41 | 44.49 | 122% |
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