HRMDX
Price
$13.76
Change
+$0.01 (+0.07%)
Updated
Jul 3 closing price
Net Assets
565.5M
JVMAX
Price
$27.53
Change
+$0.18 (+0.66%)
Updated
Jul 3 closing price
Net Assets
22.61B
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HRMDX vs JVMAX

Header iconHRMDX vs JVMAX Comparison
Open Charts HRMDX vs JVMAXBanner chart's image
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.

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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).
HRMDXJVMAXHRMDX / JVMAX
Total Expense Ratio1.101.1298%
Annual Report Gross Expense Ratio1.181.13104%
Fund Existence11 years28 years-
Gain YTD2.1538.30126%
Front LoadN/A5%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets566M22.6B3%
Annual Yield % from dividends0.790.58137%
Returns for 1 year-0.502.59-19%
Returns for 3 years13.1222.0060%
Returns for 5 years41.0559.3269%
Returns for 10 years46.4842.63109%
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