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HNMDX vs JVMIX
HNMDX vs JVMIX Comparison
Open Charts HNMDX vs JVMIX
Heartland Mid Cap Value Institutional
Price$14.13
Change+$0.13 (+0.93%)
VolumeN/A
Net Assets487.82M
JHancock Disciplined Value Mid Cap I
Price$29.07
Change+$0.27 (+0.94%)
VolumeN/A
Net Assets24.68B
HNMDX vs JVMIX Comparison Chart in %
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HNMDX vs. JVMIX commentary
Jan 16, 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 HNMDX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. HNMDX (488M). HNMDX pays higher dividends than JVMIX: HNMDX (1.49) vs JVMIX (0.75). HNMDX was incepted earlier than JVMIX: HNMDX (11 years) vs JVMIX (29 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 : 6.03 vs. HNMDX (4.52). JVMIX return over 5 years is better than : 23.20 vs. HNMDX (9.14).
| 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 | 29 years | - |
| Gain YTD | 6.481 | 5.825 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 24.7B | 2% |
| Annual Yield % from dividends | 1.49 | 0.75 | 199% |
| Returns for 1 year | 4.52 | 6.03 | 75% |
| Returns for 3 years | 11.46 | 15.83 | 72% |
| Returns for 5 years | 9.14 | 23.20 | 39% |
| Returns for 10 years | 85.08 | 76.62 | 111% |
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