Interact to see
Advertisement
Advertisement
HMVSX vs JVMIX
HMVSX vs JVMIX Comparison
Open Charts HMVSX vs JVMIX
Hartford MidCap Value R4
Price$17.34
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets1.09B
JHancock Disciplined Value Mid Cap I
Price$29.06
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.44B
HMVSX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVSX vs. JVMIX commentary
Nov 20, 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 HMVSX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. HMVSX (1.09B). JVMIX pays higher dividends than HMVSX: JVMIX (0.75) vs HMVSX (0.49). HMVSX was incepted earlier than JVMIX: HMVSX (15 years) vs JVMIX (28 years). HMVSX (1.18) is less costly to investors than JVMIX (0.86). HMVSX is a more actively managed with annual turnover of: 132.00 vs. JVMIX (49.00). HMVSX has a lower initial minimum investment than JVMIX: HMVSX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -7.00 vs. HMVSX (-14.21). JVMIX return over 5 years is better than : 31.58 vs. HMVSX (14.43).
| HMVSX | JVMIX | HMVSX / JVMIX | |
| Total Expense Ratio | 1.18 | 0.85 | 139% |
| Annual Report Gross Expense Ratio | 1.18 | 0.86 | 137% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | -1.202 | 7.607 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 23.4B | 5% |
| Annual Yield % from dividends | 0.49 | 0.75 | 65% |
| Returns for 1 year | -14.21 | -7.00 | 203% |
| Returns for 3 years | -3.85 | 12.51 | -31% |
| Returns for 5 years | 14.43 | 31.58 | 46% |
| Returns for 10 years | 7.81 | 44.83 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers