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HMVJX vs JVMAX
HMVJX vs JVMAX Comparison
Open Charts HMVJX vs JVMAX
Hartford MidCap Value I
Price$16.11
Change-$0.12 (-0.74%)
VolumeN/A
Net Assets1.16B
JHancock Disciplined Value Mid Cap A
Price$27.64
Change+$0.15 (+0.55%)
VolumeN/A
Net Assets22.73B
HMVJX vs JVMAX Comparison Chart in %
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HMVJX vs. JVMAX commentary
Jul 12, 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 StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.7B vs. HMVJX (1.16B). HMVJX pays higher dividends than JVMAX: HMVJX (0.91) vs JVMAX (0.58). 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 (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 : 2.13 vs. HMVJX (-3.50). JVMAX return over 5 years is better than : 61.48 vs. HMVJX (41.21).
| 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 | 2.852 | 8.143 | 35% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 22.7B | 5% |
| Annual Yield % from dividends | 0.91 | 0.58 | 158% |
| Returns for 1 year | -3.50 | 2.13 | -164% |
| Returns for 3 years | 6.04 | 22.68 | 27% |
| Returns for 5 years | 41.21 | 61.48 | 67% |
| Returns for 10 years | 6.42 | 40.93 | 16% |
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