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HILGX vs JVMTX
HILGX vs JVMTX Comparison
Open Charts HILGX vs JVMTX
Hennessy Cornerstone Large Growth Instl
Price$11.26
Change-$0.07 (-0.62%)
VolumeN/A
Net Assets132.87M
JHancock Disciplined Value Mid Cap R4
Price$26.18
Change-$0.50 (-1.87%)
VolumeN/A
Net Assets21.34B
HILGX vs JVMTX Comparison Chart
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HILGX vs. JVMTX commentary
Mar 11, 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 HILGX is a StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.3B vs. HILGX (133M). HILGX pays higher dividends than JVMTX: HILGX (1.20) vs JVMTX (0.67). HILGX was incepted earlier than JVMTX: HILGX (16 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than HILGX (1.00). HILGX is a more actively managed with annual turnover of: 54.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than HILGX: JVMTX (0) vs HILGX (250000). HILGX annual gain was more profitable for investors over the last year : -4.57 vs. JVMTX (-7.59). JVMTX return over 5 years is better than : 40.89 vs. HILGX (24.19).
| HILGX | JVMTX | HILGX / JVMTX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.00 | 1.11 | 90% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 0.443 | -0.855 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 21.3B | 1% |
| Annual Yield % from dividends | 1.20 | 0.67 | 179% |
| Returns for 1 year | -4.57 | -7.59 | 60% |
| Returns for 3 years | -5.02 | 4.31 | -116% |
| Returns for 5 years | 24.19 | 40.89 | 59% |
| Returns for 10 years | -8.49 | 35.92 | -24% |
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