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HNMDX vs JVMSX
HNMDX vs JVMSX Comparison
Open Charts HNMDX vs JVMSX
Heartland Mid Cap Value Institutional
Price$13.88
Change+$0.12 (+0.87%)
VolumeN/A
Net Assets533.72M
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
HNMDX vs JVMSX Comparison Chart in %
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HNMDX vs. JVMSX commentary
Sep 08, 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: 24.3B vs. HNMDX (534M). HNMDX pays higher dividends than JVMSX: HNMDX (1.03) vs JVMSX (0.40). 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 : 2.46 vs. HNMDX (-5.27). JVMSX return over 5 years is better than : 52.77 vs. HNMDX (34.08).
| 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 | 2.733 | 11.712 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 534M | 24.3B | 2% |
| Annual Yield % from dividends | 1.03 | 0.40 | 258% |
| Returns for 1 year | -5.27 | 2.46 | -214% |
| Returns for 3 years | 13.62 | 23.90 | 57% |
| Returns for 5 years | 34.08 | 52.77 | 65% |
| Returns for 10 years | 61.48 | 54.59 | 113% |
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