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HNMDX vs JVMSX
HNMDX vs JVMSX Comparison
Open Charts HNMDX vs JVMSX
Heartland Mid Cap Value Institutional
Price$13.29
Change-$0.15 (-1.12%)
VolumeN/A
Net Assets484.6M
JHancock Disciplined Value Mid Cap R2
Price$29.34
Change-$0.39 (-1.31%)
VolumeN/A
Net Assets24.25B
HNMDX vs JVMSX Comparison Chart in %
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HNMDX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. HNMDX (485M). HNMDX pays higher dividends than JVMSX: HNMDX (1.06) vs JVMSX (0.41). 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 : -6.92 vs. HNMDX (-12.27). JVMSX return over 5 years is better than : 34.53 vs. HNMDX (13.24).
| 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 | -1.846 | 9.437 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 24.2B | 2% |
| Annual Yield % from dividends | 1.06 | 0.41 | 262% |
| Returns for 1 year | -12.27 | -6.92 | 177% |
| Returns for 3 years | 1.38 | 14.26 | 10% |
| Returns for 5 years | 13.24 | 34.53 | 38% |
| Returns for 10 years | 49.49 | 46.70 | 106% |
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