Interact to see
Advertisement
Advertisement
HNMDX vs JVMIX
HNMDX vs JVMIX Comparison
Open Charts HNMDX vs JVMIX
Heartland Mid Cap Value Institutional
Price$13.63
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets534.01M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
HNMDX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HNMDX vs. JVMIX commentary
Aug 18, 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: 23.6B vs. HNMDX (534M). HNMDX pays higher dividends than JVMIX: HNMDX (1.06) vs JVMIX (0.76). HNMDX was incepted earlier than JVMIX: HNMDX (11 years) vs JVMIX (28 years). HNMDX (0.99) is less costly to investors than JVMIX (0.88). 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 : 0.76 vs. HNMDX (-6.80). JVMIX return over 5 years is better than : 50.10 vs. HNMDX (30.54).
| HNMDX | JVMIX | HNMDX / JVMIX | |
| Total Expense Ratio | 0.85 | 0.87 | 98% |
| Annual Report Gross Expense Ratio | 0.99 | 0.88 | 113% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 0.665 | 8.980 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 534M | 23.6B | 2% |
| Annual Yield % from dividends | 1.06 | 0.76 | 139% |
| Returns for 1 year | -6.80 | 0.76 | -897% |
| Returns for 3 years | 2.53 | 11.90 | 21% |
| Returns for 5 years | 30.54 | 50.10 | 61% |
| Returns for 10 years | 49.60 | 45.29 | 110% |
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 % |
| PDCC | 16.19 | 0.26 | +1.63% |
| Pearl Diver Credit Company Inc. | |||
| PCGG | 12.17 | 0.01 | +0.04% |
| Polen Capital Global Growth ETF | |||
| IWY | 260.98 | -0.68 | -0.26% |
| iShares Russell Top 200 Growth ETF | |||
| AFSM | 31.24 | -0.19 | -0.61% |
| First Trust Active Factor Small Cap ETF | |||
| PSI | 60.94 | -1.91 | -3.04% |
| Invesco Semiconductors ETF | |||