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HILGX vs JVMTX
HILGX vs JVMTX Comparison
Open Charts HILGX vs JVMTX
Hennessy Cornerstone Large Growth Instl
Price$11.39
Change-$0.29 (-2.48%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
HILGX vs JVMTX Comparison Chart
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HILGX vs. JVMTX commentary
Dec 19, 2024
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 HILGX is a StrongSell and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. HILGX (140M). HILGX pays higher dividends than JVMTX: HILGX (1.12) vs JVMTX (0.73). HILGX was incepted earlier than JVMTX: HILGX (16 years) vs JVMTX (11 years). HILGX is a more actively managed with annual turnover of: 53.00 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than HILGX: JVMTX (0) vs HILGX (250000). JVMTX annual gain was more profitable for investors over the last year : 11.00 vs. HILGX (4.76). JVMTX return over 5 years is better than : 41.32 vs. HILGX (8.33).
| HILGX | JVMTX | HILGX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 3.730 | 13.021 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 23.4B | 1% |
| Annual Yield % from dividends | 1.12 | 0.73 | 154% |
| Returns for 1 year | 4.76 | 11.00 | 43% |
| Returns for 3 years | -8.04 | 17.45 | -46% |
| Returns for 5 years | 8.33 | 41.32 | 20% |
| Returns for 10 years | -6.67 | 59.48 | -11% |
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