HRMDX
Price
$13.85
Change
+$0.10 (+0.73%)
Updated
Jul 25 closing price
Net Assets
562.09M
JVMAX
Price
$27.75
Change
+$0.18 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
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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$13.85
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets562.09M
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
HRMDX vs JVMAX Comparison Chart in %
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HRMDX vs. JVMAX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. HRMDX (562M). 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 (49.00). HRMDX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 0.36 vs. HRMDX (-3.12). JVMAX return over 5 years is better than : 54.69 vs. HRMDX (37.86).
HRMDXJVMAXHRMDX / JVMAX
Total Expense Ratio1.101.1298%
Annual Report Gross Expense Ratio1.181.13104%
Fund Existence11 years28 years-
Gain YTD2.8219.16631%
Front LoadN/A5%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets562M23.1B2%
Annual Yield % from dividends0.790.58137%
Returns for 1 year-3.120.36-871%
Returns for 3 years12.3219.6863%
Returns for 5 years37.8654.6969%
Returns for 10 years51.3644.49115%
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