HMVRX
Price
$17.23
Change
+$0.11 (+0.64%)
Updated
Jul 10 closing price
Net Assets
1.16B
JVMAX
Price
$27.64
Change
+$0.15 (+0.55%)
Updated
Jul 10 closing price
Net Assets
22.6B
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HMVRX vs JVMAX

Header iconHMVRX vs JVMAX Comparison
Open Charts HMVRX vs JVMAXBanner chart's image
Hartford MidCap Value R3
Price$17.23
Change+$0.11 (+0.64%)
VolumeN/A
Net Assets1.16B
JHancock Disciplined Value Mid Cap A
Price$27.64
Change+$0.15 (+0.55%)
VolumeN/A
Net Assets22.6B
HMVRX vs JVMAX Comparison Chart in %
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HMVRX vs. JVMAX commentary
Jul 11, 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 StrongBuy and JVMAX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. HMVRX (1.16B). 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 : 2.13 vs. HMVRX (-2.17). JVMAX return over 5 years is better than : 61.48 vs. HMVRX (39.03).
HMVRXJVMAXHMVRX / JVMAX
Total Expense Ratio1.481.12132%
Annual Report Gross Expense Ratio1.481.13131%
Fund Existence15 years28 years-
Gain YTD1.8448.14323%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.16B22.6B5%
Annual Yield % from dividends0.310.5854%
Returns for 1 year-2.172.13-102%
Returns for 3 years4.8422.6821%
Returns for 5 years39.0361.4863%
Returns for 10 years4.7840.9312%
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