Interact to see
Advertisement
Advertisement
HRMDX vs JVMRX
HRMDX vs JVMRX Comparison
Open Charts HRMDX vs JVMRX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 2.153 | 8.500 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 22.6B | 3% |
| Annual Yield % from dividends | 0.79 | 0.88 | 90% |
| Returns for 1 year | -0.50 | 3.59 | -14% |
| Returns for 3 years | 13.12 | 24.14 | 54% |
| Returns for 5 years | 41.05 | 63.32 | 65% |
| Returns for 10 years | 46.48 | 49.30 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement