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HRMDX vs JVMIX
HRMDX vs JVMIX Comparison
Open Charts HRMDX vs JVMIX
Heartland Mid Cap Value Investor
Price$13.64
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets512.63M
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
HRMDX vs JVMIX Comparison Chart in %
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HRMDX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. HRMDX (513M). HRMDX pays higher dividends than JVMIX: HRMDX (0.78) vs JVMIX (0.74). HRMDX was incepted earlier than JVMIX: HRMDX (11 years) vs JVMIX (28 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 : -4.87 vs. HRMDX (-8.34). JVMIX return over 5 years is better than : 47.49 vs. HRMDX (26.39).
| 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 | 28 years | - |
| Gain YTD | 1.262 | 9.759 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 23.9B | 2% |
| Annual Yield % from dividends | 0.78 | 0.74 | 105% |
| Returns for 1 year | -8.34 | -4.87 | 171% |
| Returns for 3 years | 12.59 | 25.37 | 50% |
| Returns for 5 years | 26.39 | 47.49 | 56% |
| Returns for 10 years | 51.38 | 51.49 | 100% |
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