Interact to see
Advertisement
Advertisement
HRMDX vs JVMSX
HRMDX vs JVMSX Comparison
Open Charts HRMDX vs JVMSX
Heartland Mid Cap Value Investor
Price$13.77
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets531.8M
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
HRMDX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HRMDX vs. JVMSX commentary
Sep 09, 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 Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. HRMDX (532M). HRMDX pays higher dividends than JVMSX: HRMDX (0.78) vs JVMSX (0.40). HRMDX was incepted earlier than JVMSX: HRMDX (11 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than HRMDX (1.18). HRMDX is a more actively managed with annual turnover of: 62.00 vs. JVMSX (49.00). 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 : 4.09 vs. HRMDX (-4.93). JVMSX return over 5 years is better than : 54.47 vs. HRMDX (33.46).
| HRMDX | JVMSX | HRMDX / JVMSX | |
| Total Expense Ratio | 1.10 | 1.24 | 89% |
| Annual Report Gross Expense Ratio | 1.18 | 1.25 | 94% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 2.227 | 11.936 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 24.4B | 2% |
| Annual Yield % from dividends | 0.78 | 0.40 | 193% |
| Returns for 1 year | -4.93 | 4.09 | -121% |
| Returns for 3 years | 8.23 | 18.75 | 44% |
| Returns for 5 years | 33.46 | 54.47 | 61% |
| Returns for 10 years | 60.32 | 55.37 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers