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HRMDX vs JVMRX
HRMDX vs JVMRX Comparison
Open Charts HRMDX vs JVMRX
Heartland Mid Cap Value Investor
Price$14.24
Change+$0.60 (+4.40%)
VolumeN/A
Net Assets484.19M
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
HRMDX vs JVMRX Comparison Chart in %
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HRMDX vs. JVMRX commentary
Feb 04, 2026
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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. HRMDX (484M). HRMDX pays higher dividends than JVMRX: HRMDX (1.15) vs JVMRX (0.82). 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). HRMDX (5.28) and JVMRX (5.07) have marching annual gain over last year. JVMRX return over 5 years is better than : 23.56 vs. HRMDX (8.51).
| 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 | 7.879 | 5.208 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 24.7B | 2% |
| Annual Yield % from dividends | 1.15 | 0.82 | 140% |
| Returns for 1 year | 5.28 | 5.07 | 104% |
| Returns for 3 years | 8.67 | 12.07 | 72% |
| Returns for 5 years | 8.51 | 23.56 | 36% |
| Returns for 10 years | 80.71 | 80.03 | 101% |
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