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HRMDX vs JVMRX
HRMDX vs JVMRX Comparison
Open Charts HRMDX vs JVMRX
Heartland Mid Cap Value Investor
Price$13.47
Change+$0.15 (+1.13%)
VolumeN/A
Net Assets489.42M
JHancock Disciplined Value Mid Cap R6
Price$30.36
Change+$0.28 (+0.93%)
VolumeN/A
Net Assets24.51B
HRMDX vs JVMRX Comparison Chart in %
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HRMDX vs. JVMRX commentary
Dec 04, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.5B vs. HRMDX (489M). 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 : -5.80 vs. HRMDX (-12.33). JVMRX return over 5 years is better than : 33.99 vs. HRMDX (9.11).
| 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 | 12.138 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 24.5B | 2% |
| Annual Yield % from dividends | 0.80 | 0.83 | 96% |
| Returns for 1 year | -12.33 | -5.80 | 213% |
| Returns for 3 years | -0.94 | 14.73 | -6% |
| Returns for 5 years | 9.11 | 33.99 | 27% |
| Returns for 10 years | 45.00 | 51.15 | 88% |
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