Interact to see
Advertisement
Advertisement
HMVAX vs JVMRX
HMVAX vs JVMRX Comparison
Open Charts HMVAX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
HMVAX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HMVAX vs. JVMRX commentary
Jun 07, 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 HMVAX is a Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. HMVAX (1.1B). JVMRX pays higher dividends than HMVAX: JVMRX (0.91) vs HMVAX (0.71). HMVAX was incepted earlier than JVMRX: HMVAX (24 years) vs JVMRX (14 years). HMVAX (1.14) is less costly to investors than JVMRX (0.76). HMVAX is a more actively managed with annual turnover of: 132.00 vs. JVMRX (47.00). HMVAX has a lower initial minimum investment than JVMRX: HMVAX (2000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -2.97 vs. HMVAX (-8.52). JVMRX return over 5 years is better than : 40.13 vs. HMVAX (16.78).
| HMVAX | JVMRX | HMVAX / JVMRX | |
| Total Expense Ratio | 1.14 | 0.75 | 152% |
| Annual Report Gross Expense Ratio | 1.14 | 0.76 | 150% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -3.606 | 2.376 | -152% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 21.5B | 5% |
| Annual Yield % from dividends | 0.71 | 0.91 | 78% |
| Returns for 1 year | -8.52 | -2.97 | 287% |
| Returns for 3 years | -13.05 | 4.82 | -271% |
| Returns for 5 years | 16.78 | 40.13 | 42% |
| Returns for 10 years | -2.89 | 38.58 | -7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers