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HRMDX vs JVMAX
HRMDX vs JVMAX Comparison
Open Charts HRMDX vs JVMAX
Heartland Mid Cap Value Investor
Price$13.76
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets565.5M
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
HRMDX vs JVMAX Comparison Chart in %
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HRMDX vs. JVMAX commentary
Jul 07, 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 HRMDX is a StrongBuy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. HRMDX (566M). HRMDX pays higher dividends than JVMAX: HRMDX (0.79) vs JVMAX (0.58). HRMDX was incepted earlier than JVMAX: HRMDX (11 years) vs JVMAX (28 years). HRMDX (1.18) and JVMAX (1.13) have similar cost to investors . HRMDX is a more actively managed with annual turnover of: 62.00 vs. JVMAX (47.00). HRMDX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 2.59 vs. HRMDX (-0.50). JVMAX return over 5 years is better than : 59.32 vs. HRMDX (41.05).
| HRMDX | JVMAX | HRMDX / JVMAX | |
| Total Expense Ratio | 1.10 | 1.12 | 98% |
| Annual Report Gross Expense Ratio | 1.18 | 1.13 | 104% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 2.153 | 8.301 | 26% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 22.6B | 3% |
| Annual Yield % from dividends | 0.79 | 0.58 | 137% |
| Returns for 1 year | -0.50 | 2.59 | -19% |
| Returns for 3 years | 13.12 | 22.00 | 60% |
| Returns for 5 years | 41.05 | 59.32 | 69% |
| Returns for 10 years | 46.48 | 42.63 | 109% |
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