Interact to see
Advertisement
Advertisement
HRMDX vs JVMCX
HRMDX vs JVMCX Comparison
Open Charts HRMDX vs JVMCX
Heartland Mid Cap Value Investor
Price$13.64
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets512.63M
JHancock Disciplined Value Mid Cap C
Price$27.55
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets23.85B
HRMDX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HRMDX vs. JVMCX commentary
Oct 19, 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 JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.9B vs. HRMDX (513M). HRMDX pays higher dividends than JVMCX: HRMDX (0.78) vs JVMCX (0.00). HRMDX was incepted earlier than JVMCX: HRMDX (11 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than HRMDX (1.18). HRMDX is a more actively managed with annual turnover of: 62.00 vs. JVMCX (49.00). HRMDX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : -6.45 vs. HRMDX (-8.34). JVMCX return over 5 years is better than : 40.87 vs. HRMDX (26.39).
| HRMDX | JVMCX | HRMDX / JVMCX | |
| Total Expense Ratio | 1.10 | 1.85 | 59% |
| Annual Report Gross Expense Ratio | 1.18 | 1.86 | 63% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 1.262 | 8.893 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 23.9B | 2% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | -8.34 | -6.45 | 129% |
| Returns for 3 years | 12.59 | 21.60 | 58% |
| Returns for 5 years | 26.39 | 40.87 | 65% |
| Returns for 10 years | 51.38 | 38.46 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FNCL | 73.75 | 0.65 | +0.89% |
| Fidelity MSCI Financials ETF | |||
| EOCT | 31.17 | 0.07 | +0.21% |
| Innovator Emerg Mkts Pwr Bffr ETF™-Oct | |||
| DMX | 50.51 | 0.06 | +0.13% |
| DoubleLine Multi-Sector Income ETF | |||
| TYLG | 36.06 | N/A | N/A |
| Global X Information Tch Cvd Cll&Gr ETF | |||
| PFUT | 26.14 | -0.01 | -0.03% |
| Putnam Sustainable Future ETF | |||