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HRMDX vs JVMRX
HRMDX vs JVMRX Comparison
Open Charts HRMDX vs JVMRX
Heartland Mid Cap Value Investor
Price$13.19
Change-$0.14 (-1.05%)
VolumeN/A
Net Assets484.6M
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
HRMDX vs JVMRX Comparison Chart in %
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HRMDX vs. JVMRX commentary
Nov 14, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. HRMDX (485M). JVMRX pays higher dividends than HRMDX: JVMRX (0.85) vs HRMDX (0.80). HRMDX was incepted earlier than JVMRX: HRMDX (11 years) vs JVMRX (14 years). HRMDX (1.18) is less costly to investors than JVMRX (0.75). HRMDX is a more actively managed with annual turnover of: 62.00 vs. JVMRX (49.00). HRMDX has a lower initial minimum investment than JVMRX: HRMDX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -5.34 vs. HRMDX (-11.60). JVMRX return over 5 years is better than : 38.63 vs. HRMDX (12.88).
| HRMDX | JVMRX | HRMDX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.74 | 149% |
| Annual Report Gross Expense Ratio | 1.18 | 0.75 | 157% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -1.039 | 11.359 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 24.2B | 2% |
| Annual Yield % from dividends | 0.80 | 0.85 | 94% |
| Returns for 1 year | -11.60 | -5.34 | 217% |
| Returns for 3 years | 0.96 | 15.57 | 6% |
| Returns for 5 years | 12.88 | 38.63 | 33% |
| Returns for 10 years | 50.28 | 55.27 | 91% |
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