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HMVJX vs JVMAX
HMVJX vs JVMAX Comparison
Open Charts HMVJX vs JVMAX
Hartford MidCap Value I
Price$16.23
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap A
Price$28.38
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets24.35B
HMVJX vs JVMAX Comparison Chart in %
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HMVJX vs. JVMAX commentary
Sep 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 HMVJX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. HMVJX (1.15B). HMVJX pays higher dividends than JVMAX: HMVJX (0.88) vs JVMAX (0.55). HMVJX was incepted earlier than JVMAX: HMVJX (15 years) vs JVMAX (28 years). JVMAX (1.11) is less costly to investors than HMVJX (0.87). HMVJX is a more actively managed with annual turnover of: 132.00 vs. JVMAX (49.00). JVMAX has a lower initial minimum investment than HMVJX: JVMAX (1000) vs HMVJX (2000). JVMAX annual gain was more profitable for investors over the last year : -0.23 vs. HMVJX (-8.52). JVMAX return over 5 years is better than : 52.89 vs. HMVJX (33.88).
| HMVJX | JVMAX | HMVJX / JVMAX | |
| Total Expense Ratio | 0.87 | 1.10 | 79% |
| Annual Report Gross Expense Ratio | 0.87 | 1.11 | 78% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 2.788 | 11.684 | 24% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 24.3B | 5% |
| Annual Yield % from dividends | 0.88 | 0.55 | 160% |
| Returns for 1 year | -8.52 | -0.23 | 3,661% |
| Returns for 3 years | 4.05 | 23.44 | 17% |
| Returns for 5 years | 33.88 | 52.89 | 64% |
| Returns for 10 years | 15.67 | 53.55 | 29% |
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