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HRMDX vs JVMSX
HRMDX vs JVMSX Comparison
Open Charts HRMDX vs JVMSX
Heartland Mid Cap Value Investor
Price$13.76
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets565.5M
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HRMDX vs JVMSX Comparison Chart in %
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HRMDX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. HRMDX (566M). HRMDX pays higher dividends than JVMSX: HRMDX (0.79) vs JVMSX (0.42). HRMDX was incepted earlier than JVMSX: HRMDX (11 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than HRMDX (1.18). HRMDX is a more actively managed with annual turnover of: 62.00 vs. JVMSX (47.00). JVMSX has a lower initial minimum investment than HRMDX: JVMSX (0) vs HRMDX (1000). JVMSX annual gain was more profitable for investors over the last year : 3.00 vs. HRMDX (-0.50). JVMSX return over 5 years is better than : 60.52 vs. HRMDX (41.05).
| HRMDX | JVMSX | HRMDX / JVMSX | |
| Total Expense Ratio | 1.10 | 1.25 | 88% |
| Annual Report Gross Expense Ratio | 1.18 | 1.26 | 94% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 2.153 | 8.206 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 22.6B | 3% |
| Annual Yield % from dividends | 0.79 | 0.42 | 189% |
| Returns for 1 year | -0.50 | 3.00 | -17% |
| Returns for 3 years | 13.12 | 22.77 | 58% |
| Returns for 5 years | 41.05 | 60.52 | 68% |
| Returns for 10 years | 46.48 | 44.56 | 104% |
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