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HNMDX vs JVMSX
HNMDX vs JVMSX Comparison
Open Charts HNMDX vs JVMSX
Heartland Mid Cap Value Institutional
Price$13.63
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets534.01M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
HNMDX vs JVMSX Comparison Chart in %
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HNMDX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. HNMDX (534M). HNMDX pays higher dividends than JVMSX: HNMDX (1.06) vs JVMSX (0.41). HNMDX was incepted earlier than JVMSX: HNMDX (11 years) vs JVMSX (13 years). JVMSX (1.26) 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 : 0.34 vs. HNMDX (-6.80). JVMSX return over 5 years is better than : 48.09 vs. HNMDX (30.54).
| HNMDX | JVMSX | HNMDX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.25 | 68% |
| Annual Report Gross Expense Ratio | 0.99 | 1.26 | 79% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 0.665 | 8.728 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 534M | 23.6B | 2% |
| Annual Yield % from dividends | 1.06 | 0.41 | 258% |
| Returns for 1 year | -6.80 | 0.34 | -1,995% |
| Returns for 3 years | 2.53 | 10.96 | 23% |
| Returns for 5 years | 30.54 | 48.09 | 64% |
| Returns for 10 years | 49.60 | 41.60 | 119% |
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