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HRMDX vs JVMIX
HRMDX vs JVMIX Comparison
Open Charts HRMDX vs JVMIX
Heartland Mid Cap Value Investor
Price$13.77
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets531.8M
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
HRMDX vs JVMIX Comparison Chart in %
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HRMDX vs. JVMIX commentary
Sep 09, 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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. HRMDX (532M). HRMDX (0.78) and JVMIX (0.74) 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 (0.86). 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 : 4.56 vs. HRMDX (-4.93). JVMIX return over 5 years is better than : 56.64 vs. HRMDX (33.46).
| 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 | 2.227 | 12.245 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 24.3B | 2% |
| Annual Yield % from dividends | 0.78 | 0.74 | 104% |
| Returns for 1 year | -4.93 | 4.56 | -108% |
| Returns for 3 years | 8.23 | 19.78 | 42% |
| Returns for 5 years | 33.46 | 56.64 | 59% |
| Returns for 10 years | 60.32 | 59.45 | 101% |
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