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HRMDX vs JVMCX
HRMDX vs JVMCX Comparison
Open Charts HRMDX vs JVMCX
Heartland Mid Cap Value Investor
Price$13.77
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets531.8M
JHancock Disciplined Value Mid Cap C
Price$28.21
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets24.32B
HRMDX vs JVMCX Comparison Chart in %
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HRMDX vs. JVMCX commentary
Sep 09, 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 Hold and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. HRMDX (532M). 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 : 2.84 vs. HRMDX (-4.93). JVMCX return over 5 years is better than : 49.68 vs. HRMDX (33.46).
| 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 | 2.227 | 11.502 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 24.3B | 2% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | -4.93 | 2.84 | -173% |
| Returns for 3 years | 8.23 | 16.20 | 51% |
| Returns for 5 years | 33.46 | 49.68 | 67% |
| Returns for 10 years | 60.32 | 45.81 | 132% |
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