Interact to see
Advertisement
Advertisement
HNMDX vs JVMIX
HNMDX vs JVMIX Comparison
Open Charts HNMDX vs JVMIX
Heartland Mid Cap Value Institutional
Price$13.29
Change-$0.15 (-1.12%)
VolumeN/A
Net Assets484.6M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
HNMDX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HNMDX vs. JVMIX commentary
Nov 14, 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 StrongBuy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. HNMDX (485M). HNMDX pays higher dividends than JVMIX: HNMDX (1.06) vs JVMIX (0.75). 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 : -6.53 vs. HNMDX (-11.28). JVMIX return over 5 years is better than : 36.37 vs. HNMDX (14.52).
| 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 | -0.739 | 9.796 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 24.2B | 2% |
| Annual Yield % from dividends | 1.06 | 0.75 | 141% |
| Returns for 1 year | -11.28 | -6.53 | 173% |
| Returns for 3 years | 1.84 | 15.24 | 12% |
| Returns for 5 years | 14.52 | 36.37 | 40% |
| Returns for 10 years | 53.56 | 50.51 | 106% |
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 % |
| DFJ | 93.61 | 0.51 | +0.54% |
| WisdomTree Japan SmallCap Dividend ETF | |||
| EINC | 95.38 | 0.33 | +0.34% |
| VanEck Energy Income ETF | |||
| RWJ | 48.01 | 0.06 | +0.13% |
| Invesco S&P SmallCap 600 Revenue ETF | |||
| OCTD | 23.89 | N/A | N/A |
| Innovator Premium Income 10 Barrier ETF - October | |||
| RVNL | 48.77 | -2.87 | -5.55% |
| GraniteShares 2x Long RIVN Daily ETF | |||