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HRMDX vs JVMIX
HRMDX vs JVMIX Comparison
Open Charts HRMDX vs JVMIX
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.
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).
| HRMDX | JVMIX | HRMDX / JVMIX | |
| Total Expense Ratio | 1.10 | 0.87 | 126% |
| Annual Report Gross Expense Ratio | 1.18 | 0.88 | 134% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 2.153 | 8.423 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 22.6B | 3% |
| Annual Yield % from dividends | 0.79 | 0.78 | 102% |
| Returns for 1 year | -0.50 | 3.45 | -15% |
| Returns for 3 years | 13.12 | 23.84 | 55% |
| Returns for 5 years | 41.05 | 62.76 | 65% |
| Returns for 10 years | 46.48 | 48.34 | 96% |
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