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HRMDX vs JVMIX
HRMDX vs JVMIX Comparison
Open Charts HRMDX vs JVMIX
Heartland Mid Cap Value Investor
Price$13.47
Change+$0.15 (+1.13%)
VolumeN/A
Net Assets489.42M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
HRMDX vs JVMIX Comparison Chart in %
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HRMDX vs. JVMIX commentary
Dec 04, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. HRMDX (489M). HRMDX pays higher dividends than JVMIX: HRMDX (0.80) vs JVMIX (0.74). HRMDX was incepted earlier than JVMIX: HRMDX (11 years) vs JVMIX (29 years). HRMDX (1.18) is less costly to investors than JVMIX (0.86). HRMDX is a more actively managed with annual turnover of: 62.00 vs. JVMIX (49.00). HRMDX has a lower initial minimum investment than JVMIX: HRMDX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -5.91 vs. HRMDX (-12.33). JVMIX return over 5 years is better than : 33.54 vs. HRMDX (9.11).
| HRMDX | JVMIX | HRMDX / JVMIX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.18 | 0.86 | 137% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | -0.891 | 12.022 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 24.5B | 2% |
| Annual Yield % from dividends | 0.80 | 0.74 | 108% |
| Returns for 1 year | -12.33 | -5.91 | 209% |
| Returns for 3 years | -0.94 | 14.46 | -7% |
| Returns for 5 years | 9.11 | 33.54 | 27% |
| Returns for 10 years | 45.00 | 50.20 | 90% |
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