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HMVJX vs JVMAX
HMVJX vs JVMAX Comparison
Open Charts HMVJX vs JVMAX
Hartford MidCap Value I
Price$14.87
Change+$0.16 (+1.09%)
VolumeN/A
Net Assets1.07B
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
HMVJX vs JVMAX Comparison Chart
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HMVJX vs. JVMAX commentary
May 09, 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: 20.6B vs. HMVJX (1.07B). HMVJX pays higher dividends than JVMAX: HMVJX (0.98) vs JVMAX (0.63). HMVJX was incepted earlier than JVMAX: HMVJX (15 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than HMVJX (0.87). HMVJX is a more actively managed with annual turnover of: 132.00 vs. JVMAX (47.00). 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 : -8.80 vs. HMVJX (-11.66). JVMAX return over 5 years is better than : 49.78 vs. HMVJX (31.43).
| HMVJX | JVMAX | HMVJX / JVMAX | |
| Total Expense Ratio | 0.87 | 1.12 | 78% |
| Annual Report Gross Expense Ratio | 0.87 | 1.13 | 77% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | -6.781 | -2.360 | 287% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 20.6B | 5% |
| Annual Yield % from dividends | 0.98 | 0.63 | 157% |
| Returns for 1 year | -11.66 | -8.80 | 133% |
| Returns for 3 years | -8.55 | 4.03 | -212% |
| Returns for 5 years | 31.43 | 49.78 | 63% |
| Returns for 10 years | -3.43 | 26.12 | -13% |
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