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HMVFX vs JVMRX
HMVFX vs JVMRX Comparison
Open Charts HMVFX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$27.58
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.46B
HMVFX vs JVMRX Comparison Chart
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HMVFX vs. JVMRX commentary
Jun 06, 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 HMVFX is a Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. HMVFX (1.1B). HMVFX pays higher dividends than JVMRX: HMVFX (1.04) vs JVMRX (0.91). HMVFX was incepted earlier than JVMRX: HMVFX (8 years) vs JVMRX (14 years). HMVFX (0.76) and JVMRX (0.76) have similar cost to investors . HMVFX is a more actively managed with annual turnover of: 132.00 vs. JVMRX (47.00). HMVFX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -3.44 vs. HMVFX (-8.31). JVMRX return over 5 years is better than : 40.08 vs. HMVFX (19.42).
| HMVFX | JVMRX | HMVFX / JVMRX | |
| Total Expense Ratio | 0.76 | 0.75 | 101% |
| Annual Report Gross Expense Ratio | 0.76 | 0.76 | 100% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -3.359 | 2.339 | -144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 21.5B | 5% |
| Annual Yield % from dividends | 1.04 | 0.91 | 115% |
| Returns for 1 year | -8.31 | -3.44 | 241% |
| Returns for 3 years | -10.72 | 5.97 | -179% |
| Returns for 5 years | 19.42 | 40.08 | 48% |
| Returns for 10 years | N/A | 38.60 | - |
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