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HNMDX vs JVMSX
HNMDX vs JVMSX Comparison
Open Charts HNMDX vs JVMSX
Heartland Mid Cap Value Institutional
Price$13.87
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets562.09M
JHancock Disciplined Value Mid Cap R2
Price$29.13
Change-$0.11 (-0.38%)
VolumeN/A
Net Assets23.06B
HNMDX vs JVMSX Comparison Chart in %
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HNMDX vs. JVMSX commentary
Jul 29, 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: 23.1B vs. HNMDX (562M). HNMDX pays higher dividends than JVMSX: HNMDX (1.05) vs JVMSX (0.42). 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 (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 : 0.75 vs. HNMDX (-2.90). JVMSX return over 5 years is better than : 55.91 vs. HNMDX (39.66).
| 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 | 2.954 | 9.064 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 23.1B | 2% |
| Annual Yield % from dividends | 1.05 | 0.42 | 252% |
| Returns for 1 year | -2.90 | 0.75 | -385% |
| Returns for 3 years | 13.14 | 20.42 | 64% |
| Returns for 5 years | 39.66 | 55.91 | 71% |
| Returns for 10 years | 54.41 | 46.42 | 117% |
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