Interact to see
Advertisement
Advertisement
HRMDX vs JVMRX
HRMDX vs JVMRX Comparison
Open Charts HRMDX vs JVMRX
Heartland Mid Cap Value Investor
Price$13.35
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets478.79M
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
HRMDX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HRMDX vs. JVMRX commentary
Dec 28, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. HRMDX (479M). JVMRX (0.83) and HRMDX (0.80) have matching dividends . 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 : 2.35 vs. HRMDX (-1.98). JVMRX return over 5 years is better than : 24.33 vs. HRMDX (6.08).
| 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 | -0.891 | 3.563 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 23.9B | 2% |
| Annual Yield % from dividends | 0.80 | 0.83 | 96% |
| Returns for 1 year | -1.98 | 2.35 | -84% |
| Returns for 3 years | 4.13 | 16.55 | 25% |
| Returns for 5 years | 6.08 | 24.33 | 25% |
| Returns for 10 years | 51.06 | 51.02 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers