Interact to see
Advertisement
Advertisement
HNMDX vs JVMIX
HNMDX vs JVMIX Comparison
Open Charts HNMDX vs JVMIX
Heartland Mid Cap Value Institutional
Price$13.88
Change+$0.12 (+0.87%)
VolumeN/A
Net Assets533.72M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
HNMDX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HNMDX vs. JVMIX commentary
Sep 08, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. HNMDX (534M). HNMDX pays higher dividends than JVMIX: HNMDX (1.03) vs JVMIX (0.74). HNMDX was incepted earlier than JVMIX: HNMDX (11 years) vs JVMIX (28 years). HNMDX (0.99) is less costly to investors than JVMIX (0.86). HNMDX is a more actively managed with annual turnover of: 62.00 vs. JVMIX (49.00). JVMIX has a lower initial minimum investment than HNMDX: JVMIX (250000) vs HNMDX (500000). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. HNMDX (-5.27). JVMIX return over 5 years is better than : 54.86 vs. HNMDX (34.08).
| HNMDX | JVMIX | HNMDX / JVMIX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.99 | 0.86 | 115% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 2.733 | 11.985 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 534M | 24.3B | 2% |
| Annual Yield % from dividends | 1.03 | 0.74 | 139% |
| Returns for 1 year | -5.27 | 2.91 | -181% |
| Returns for 3 years | 13.62 | 24.95 | 55% |
| Returns for 5 years | 34.08 | 54.86 | 62% |
| Returns for 10 years | 61.48 | 58.60 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NEA | 11.11 | 0.13 | +1.18% |
| Nuveen AMT-Free Quality Municipal Income Fund | |||
| IBND | 32.28 | 0.35 | +1.10% |
| SPDR® Blmbg Intl Corp Bd ETF | |||
| IZRL | 27.90 | 0.27 | +0.98% |
| ARK Israel Innovative Technology ETF | |||
| CEFD | 19.75 | 0.10 | +0.53% |
| ETRACS Monthly Pay 1.5X Lvgd CE Fd ETN | |||
| GJO | 25.28 | N/A | N/A |
| Synthetic Fixed-Income Securities | |||