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HMVRX vs JVMAX
HMVRX vs JVMAX Comparison
Open Charts HMVRX vs JVMAX
Hartford MidCap Value R3
Price$17.05
Change+$0.19 (+1.13%)
VolumeN/A
Net Assets1.14B
JHancock Disciplined Value Mid Cap A
Price$27.40
Change+$0.29 (+1.07%)
VolumeN/A
Net Assets22.33B
HMVRX vs JVMAX Comparison Chart in %
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HMVRX vs. JVMAX commentary
Jul 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: 22.3B vs. HMVRX (1.14B). JVMAX pays higher dividends than HMVRX: JVMAX (0.58) vs HMVRX (0.31). HMVRX was incepted earlier than JVMAX: HMVRX (15 years) vs JVMAX (28 years). HMVRX (1.48) is less costly to investors than JVMAX (1.13). 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 : -3.28 vs. HMVRX (-8.75). JVMAX return over 5 years is better than : 51.96 vs. HMVRX (31.51).
| HMVRX | JVMAX | HMVRX / JVMAX | |
| Total Expense Ratio | 1.48 | 1.12 | 132% |
| Annual Report Gross Expense Ratio | 1.48 | 1.13 | 131% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 0.297 | 6.648 | 4% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 22.3B | 5% |
| Annual Yield % from dividends | 0.31 | 0.58 | 54% |
| Returns for 1 year | -8.75 | -3.28 | 267% |
| Returns for 3 years | 3.06 | 21.04 | 15% |
| Returns for 5 years | 31.51 | 51.96 | 61% |
| Returns for 10 years | 4.65 | 38.98 | 12% |
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