HRMDX
Price
$13.85
Change
+$0.10 (+0.73%)
Updated
Jul 25 closing price
Net Assets
562.09M
JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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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$13.85
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets562.09M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
HRMDX vs JVMIX Comparison Chart in %
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HRMDX vs. JVMIX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. HRMDX (562M). 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 (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 : 1.20 vs. HRMDX (-3.12). JVMIX return over 5 years is better than : 58.07 vs. HRMDX (37.86).
HRMDXJVMIXHRMDX / JVMIX
Total Expense Ratio1.100.87126%
Annual Report Gross Expense Ratio1.180.88134%
Fund Existence11 years28 years-
Gain YTD2.8219.31430%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets562M23.1B2%
Annual Yield % from dividends0.790.78102%
Returns for 1 year-3.121.20-259%
Returns for 3 years12.3221.4757%
Returns for 5 years37.8658.0765%
Returns for 10 years51.3650.28102%
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