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HNMDX vs JVMAX
HNMDX vs JVMAX Comparison
Open Charts HNMDX vs JVMAX
Heartland Mid Cap Value Institutional
Price$13.37
Change-$0.18 (-1.33%)
VolumeN/A
Net Assets567.58M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
HNMDX vs JVMAX Comparison Chart
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HNMDX vs. JVMAX commentary
Jun 16, 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: 21.5B vs. HNMDX (568M). HNMDX pays higher dividends than JVMAX: HNMDX (1.08) vs JVMAX (0.60). 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 (47.00). 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 : -3.68 vs. HNMDX (-3.96). JVMAX return over 5 years is better than : 48.97 vs. HNMDX (36.85).
| 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 | -1.256 | 2.360 | -53% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 568M | 21.5B | 3% |
| Annual Yield % from dividends | 1.08 | 0.60 | 181% |
| Returns for 1 year | -3.96 | -3.68 | 108% |
| Returns for 3 years | 12.42 | 15.06 | 82% |
| Returns for 5 years | 36.85 | 48.97 | 75% |
| Returns for 10 years | 39.02 | 31.57 | 124% |
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