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HNMDX vs JVMSX
HNMDX vs JVMSX Comparison
Open Charts HNMDX vs JVMSX
Heartland Mid Cap Value Institutional
Price$14.13
Change+$0.13 (+0.93%)
VolumeN/A
Net Assets487.82M
JHancock Disciplined Value Mid Cap R2
Price$28.90
Change+$0.28 (+0.98%)
VolumeN/A
Net Assets24.68B
HNMDX vs JVMSX Comparison Chart in %
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HNMDX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. HNMDX (488M). HNMDX pays higher dividends than JVMSX: HNMDX (1.49) vs JVMSX (0.38). HNMDX was incepted earlier than JVMSX: HNMDX (11 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than HNMDX (0.99). HNMDX is a more actively managed with annual turnover of: 62.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than HNMDX: JVMSX (0) vs HNMDX (500000). JVMSX annual gain was more profitable for investors over the last year : 5.57 vs. HNMDX (4.52). JVMSX return over 5 years is better than : 21.15 vs. HNMDX (9.14).
| HNMDX | JVMSX | HNMDX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.99 | 1.25 | 79% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 6.481 | 5.822 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 24.7B | 2% |
| Annual Yield % from dividends | 1.49 | 0.38 | 388% |
| Returns for 1 year | 4.52 | 5.57 | 81% |
| Returns for 3 years | 11.46 | 14.39 | 80% |
| Returns for 5 years | 9.14 | 21.15 | 43% |
| Returns for 10 years | 85.08 | 71.45 | 119% |
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