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HRMDX vs JVMAX
HRMDX vs JVMAX Comparison
Open Charts HRMDX vs JVMAX
Heartland Mid Cap Value Investor
Price$13.28
Change-$0.18 (-1.34%)
VolumeN/A
Net Assets567.58M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
HRMDX vs JVMAX Comparison Chart
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HRMDX vs. JVMAX commentary
Jun 16, 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 Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. HRMDX (568M). HRMDX pays higher dividends than JVMAX: HRMDX (0.81) vs JVMAX (0.60). 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 : -3.68 vs. HRMDX (-4.25). JVMAX return over 5 years is better than : 48.97 vs. HRMDX (34.92).
| 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 | -1.411 | 2.360 | -60% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 568M | 21.5B | 3% |
| Annual Yield % from dividends | 0.81 | 0.60 | 136% |
| Returns for 1 year | -4.25 | -3.68 | 115% |
| Returns for 3 years | 11.51 | 15.06 | 76% |
| Returns for 5 years | 34.92 | 48.97 | 71% |
| Returns for 10 years | 36.21 | 31.57 | 115% |
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