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HMVRX vs JVMAX
HMVRX vs JVMAX Comparison
Open Charts HMVRX vs JVMAX
Hartford MidCap Value R3
Price$17.21
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
HMVRX vs JVMAX Comparison Chart in %
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HMVRX 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 HMVRX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. HMVRX (1.15B). JVMAX pays higher dividends than HMVRX: JVMAX (0.55) vs HMVRX (0.30). HMVRX was incepted earlier than JVMAX: HMVRX (15 years) vs JVMAX (28 years). HMVRX (1.48) is less costly to investors than JVMAX (1.11). HMVRX is a more actively managed with annual turnover of: 132.00 vs. JVMAX (49.00). HMVRX has a lower initial minimum investment than JVMAX: HMVRX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -0.23 vs. HMVRX (-8.54). JVMAX return over 5 years is better than : 52.89 vs. HMVRX (32.72).
| HMVRX | JVMAX | HMVRX / JVMAX | |
| Total Expense Ratio | 1.48 | 1.10 | 135% |
| Annual Report Gross Expense Ratio | 1.48 | 1.11 | 133% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 2.320 | 11.684 | 20% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 24.3B | 5% |
| Annual Yield % from dividends | 0.30 | 0.55 | 55% |
| Returns for 1 year | -8.54 | -0.23 | 3,671% |
| Returns for 3 years | 3.51 | 23.44 | 15% |
| Returns for 5 years | 32.72 | 52.89 | 62% |
| Returns for 10 years | 14.06 | 53.55 | 26% |
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