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HNMDX vs JVMSX
HNMDX vs JVMSX Comparison
Open Charts HNMDX vs JVMSX
Heartland Mid Cap Value Institutional
Price$13.80
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets489M
JHancock Disciplined Value Mid Cap R2
Price$30.37
Change-$0.21 (-0.69%)
VolumeN/A
Net Assets24.75B
HNMDX vs JVMSX Comparison Chart in %
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HNMDX vs. JVMSX commentary
Dec 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. HNMDX (489M). HNMDX pays higher dividends than JVMSX: HNMDX (1.06) 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 : -2.21 vs. HNMDX (-6.43). JVMSX return over 5 years is better than : 34.25 vs. HNMDX (11.81).
| 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 | 2.290 | 14.062 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 24.7B | 2% |
| Annual Yield % from dividends | 1.06 | 0.40 | 267% |
| Returns for 1 year | -6.43 | -2.21 | 291% |
| Returns for 3 years | 6.20 | 18.68 | 33% |
| Returns for 5 years | 11.81 | 34.25 | 34% |
| Returns for 10 years | 61.82 | 56.73 | 109% |
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