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HRMDX vs JVMCX
HRMDX vs JVMCX Comparison
Open Charts HRMDX vs JVMCX
Heartland Mid Cap Value Investor
Price$14.24
Change+$0.60 (+4.40%)
VolumeN/A
Net Assets484.19M
JHancock Disciplined Value Mid Cap C
Price$26.89
Change-$0.78 (-2.82%)
VolumeN/A
Net Assets24.66B
HRMDX vs JVMCX Comparison Chart in %
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HRMDX vs. JVMCX commentary
Feb 04, 2026
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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.7B vs. HRMDX (484M). HRMDX pays higher dividends than JVMCX: HRMDX (1.15) 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. HRMDX annual gain was more profitable for investors over the last year : 5.28 vs. JVMCX (3.34). JVMCX return over 5 years is better than : 15.97 vs. HRMDX (8.51).
| 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 | 7.879 | 5.121 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 24.7B | 2% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | 5.28 | 3.34 | 158% |
| Returns for 3 years | 8.67 | 6.94 | 125% |
| Returns for 5 years | 8.51 | 15.97 | 53% |
| Returns for 10 years | 80.71 | 61.82 | 131% |
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