Interact to see
Advertisement
Advertisement
HNMDX vs JVMSX
HNMDX vs JVMSX Comparison
Open Charts HNMDX vs JVMSX
Heartland Mid Cap Value Institutional
Price$14.00
Change+$0.13 (+0.94%)
VolumeN/A
Net Assets487.82M
JHancock Disciplined Value Mid Cap R2
Price$28.62
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets24.68B
HNMDX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HNMDX vs. JVMSX commentary
Jan 15, 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 : 5.70 vs. HNMDX (4.47). JVMSX return over 5 years is better than : 19.98 vs. HNMDX (8.14).
| 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 | 5.501 | 4.797 | 115% |
| 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 | 4.47 | 5.70 | 78% |
| Returns for 3 years | 10.43 | 13.28 | 79% |
| Returns for 5 years | 8.14 | 19.98 | 41% |
| Returns for 10 years | 83.37 | 69.79 | 119% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers