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HRMDX vs JVMSX
HRMDX vs JVMSX Comparison
Open Charts HRMDX vs JVMSX
Heartland Mid Cap Value Investor
Price$13.53
Change-$0.09 (-0.66%)
VolumeN/A
Net Assets534.01M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
HRMDX vs JVMSX Comparison Chart in %
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HRMDX vs. JVMSX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. HRMDX (534M). HRMDX pays higher dividends than JVMSX: HRMDX (0.80) vs JVMSX (0.41). 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 (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 : 0.34 vs. HRMDX (-7.10). JVMSX return over 5 years is better than : 48.09 vs. HRMDX (28.72).
| 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 | 0.445 | 8.728 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 534M | 23.6B | 2% |
| Annual Yield % from dividends | 0.80 | 0.41 | 193% |
| Returns for 1 year | -7.10 | 0.34 | -2,083% |
| Returns for 3 years | 1.72 | 10.96 | 16% |
| Returns for 5 years | 28.72 | 48.09 | 60% |
| Returns for 10 years | 46.51 | 41.60 | 112% |
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