HRMDX
Price
$13.76
Change
+$0.01 (+0.07%)
Updated
Jul 3 closing price
Net Assets
565.5M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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HRMDX vs JVMRX

Header iconHRMDX vs JVMRX Comparison
Open Charts HRMDX vs JVMRXBanner chart's image
Heartland Mid Cap Value Investor
Price$13.76
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets565.5M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
HRMDX vs JVMRX Comparison Chart in %
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HRMDX vs. JVMRX 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 JVMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. HRMDX (566M). JVMRX pays higher dividends than HRMDX: JVMRX (0.88) vs HRMDX (0.79). HRMDX was incepted earlier than JVMRX: HRMDX (11 years) vs JVMRX (14 years). HRMDX (1.18) is less costly to investors than JVMRX (0.76). HRMDX is a more actively managed with annual turnover of: 62.00 vs. JVMRX (47.00). 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 : 3.59 vs. HRMDX (-0.50). JVMRX return over 5 years is better than : 63.32 vs. HRMDX (41.05).
HRMDXJVMRXHRMDX / JVMRX
Total Expense Ratio1.100.75147%
Annual Report Gross Expense Ratio1.180.76155%
Fund Existence11 years14 years-
Gain YTD2.1538.50025%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets566M22.6B3%
Annual Yield % from dividends0.790.8890%
Returns for 1 year-0.503.59-14%
Returns for 3 years13.1224.1454%
Returns for 5 years41.0563.3265%
Returns for 10 years46.4849.3094%
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