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HRMDX vs JVMSX
HRMDX vs JVMSX Comparison
Open Charts HRMDX vs JVMSX
Heartland Mid Cap Value Investor
Price$13.28
Change-$0.18 (-1.34%)
VolumeN/A
Net Assets567.58M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
HRMDX vs JVMSX Comparison Chart
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HRMDX vs. JVMSX commentary
Jun 16, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. HRMDX (568M). HRMDX pays higher dividends than JVMSX: HRMDX (0.81) vs JVMSX (0.43). 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 : -3.29 vs. HRMDX (-4.25). JVMSX return over 5 years is better than : 50.13 vs. HRMDX (34.92).
| 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 | -1.411 | 2.313 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 568M | 21.5B | 3% |
| Annual Yield % from dividends | 0.81 | 0.43 | 187% |
| Returns for 1 year | -4.25 | -3.29 | 129% |
| Returns for 3 years | 11.51 | 15.80 | 73% |
| Returns for 5 years | 34.92 | 50.13 | 70% |
| Returns for 10 years | 36.21 | 33.43 | 108% |
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