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HRMDX vs JVMIX
HRMDX vs JVMIX Comparison
Open Charts HRMDX vs JVMIX
Heartland Mid Cap Value Investor
Price$14.24
Change+$0.60 (+4.40%)
VolumeN/A
Net Assets484.19M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
HRMDX vs JVMIX Comparison Chart in %
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HRMDX vs. JVMIX commentary
Feb 05, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. HRMDX (484M). HRMDX pays higher dividends than JVMIX: HRMDX (1.15) vs JVMIX (0.72). 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). HRMDX annual gain was more profitable for investors over the last year : 5.28 vs. JVMIX (4.96). JVMIX return over 5 years is better than : 23.04 vs. HRMDX (8.51).
| 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 | 7.879 | 5.206 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 24.7B | 2% |
| Annual Yield % from dividends | 1.15 | 0.72 | 160% |
| Returns for 1 year | 5.28 | 4.96 | 107% |
| Returns for 3 years | 8.67 | 11.72 | 74% |
| Returns for 5 years | 8.51 | 23.04 | 37% |
| Returns for 10 years | 80.71 | 78.79 | 102% |
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