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HRMDX vs JVMRX
HRMDX vs JVMRX Comparison
Open Charts HRMDX vs JVMRX
Heartland Mid Cap Value Investor
Price$13.85
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets562.09M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
HRMDX vs JVMRX Comparison Chart in %
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HRMDX vs. JVMRX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. HRMDX (562M). 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 (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 : 1.28 vs. HRMDX (-3.12). JVMRX return over 5 years is better than : 58.56 vs. HRMDX (37.86).
| HRMDX | JVMRX | HRMDX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.75 | 147% |
| Annual Report Gross Expense Ratio | 1.18 | 0.76 | 155% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 2.821 | 9.354 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 23.1B | 2% |
| Annual Yield % from dividends | 0.79 | 0.88 | 90% |
| Returns for 1 year | -3.12 | 1.28 | -244% |
| Returns for 3 years | 12.32 | 21.72 | 57% |
| Returns for 5 years | 37.86 | 58.56 | 65% |
| Returns for 10 years | 51.36 | 51.14 | 100% |
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