HRMDX
Price
$13.76
Change
+$0.01 (+0.07%)
Updated
Jul 3 closing price
Net Assets
565.5M
JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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HRMDX vs JVMIX

Header iconHRMDX vs JVMIX Comparison
Open Charts HRMDX vs JVMIXBanner chart's image
Heartland Mid Cap Value Investor
Price$13.76
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets565.5M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HRMDX vs JVMIX Comparison Chart in %
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HRMDX vs. JVMIX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. HRMDX (566M). HRMDX (0.79) and JVMIX (0.78) have matching dividends . HRMDX was incepted earlier than JVMIX: HRMDX (11 years) vs JVMIX (28 years). HRMDX (1.18) is less costly to investors than JVMIX (0.88). HRMDX is a more actively managed with annual turnover of: 62.00 vs. JVMIX (47.00). 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 : 3.45 vs. HRMDX (-0.50). JVMIX return over 5 years is better than : 62.76 vs. HRMDX (41.05).
HRMDXJVMIXHRMDX / JVMIX
Total Expense Ratio1.100.87126%
Annual Report Gross Expense Ratio1.180.88134%
Fund Existence11 years28 years-
Gain YTD2.1538.42326%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets566M22.6B3%
Annual Yield % from dividends0.790.78102%
Returns for 1 year-0.503.45-15%
Returns for 3 years13.1223.8455%
Returns for 5 years41.0562.7665%
Returns for 10 years46.4848.3496%
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