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HNMDX vs JVMSX
HNMDX vs JVMSX Comparison
Open Charts HNMDX vs JVMSX
Heartland Mid Cap Value Institutional
Price$13.37
Change-$0.18 (-1.33%)
VolumeN/A
Net Assets567.58M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
HNMDX vs JVMSX Comparison Chart
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HNMDX vs. JVMSX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. HNMDX (568M). HNMDX pays higher dividends than JVMSX: HNMDX (1.08) vs JVMSX (0.43). 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 (47.00). 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 : -3.29 vs. HNMDX (-3.96). JVMSX return over 5 years is better than : 50.13 vs. HNMDX (36.85).
| 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 | -1.256 | 2.313 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 568M | 21.5B | 3% |
| Annual Yield % from dividends | 1.08 | 0.43 | 249% |
| Returns for 1 year | -3.96 | -3.29 | 120% |
| Returns for 3 years | 12.42 | 15.80 | 79% |
| Returns for 5 years | 36.85 | 50.13 | 73% |
| Returns for 10 years | 39.02 | 33.43 | 117% |
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