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HMVSX vs JVMRX
HMVSX vs JVMRX Comparison
Open Charts HMVSX vs JVMRX
Hartford MidCap Value R4
Price$17.51
Change-$0.34 (-1.90%)
VolumeN/A
Net Assets1.16B
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
HMVSX vs JVMRX Comparison Chart
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HMVSX vs. JVMRX commentary
Feb 23, 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. HMVSX (1.16B). JVMRX pays higher dividends than HMVSX: JVMRX (0.93) vs HMVSX (0.35). HMVSX was incepted earlier than JVMRX: HMVSX (15 years) vs JVMRX (13 years). HMVSX is a more actively managed with annual turnover of: 84.00 vs. JVMRX (41.00). HMVSX has a lower initial minimum investment than JVMRX: HMVSX (0) vs JVMRX (1000000). HMVSX (-1.70) and JVMRX (-1.71) have marching annual gain over last year. JVMRX return over 5 years is better than : 25.72 vs. HMVSX (9.01).
| HMVSX | JVMRX | HMVSX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 0.229 | 2.079 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 22.5B | 5% |
| Annual Yield % from dividends | 0.35 | 0.93 | 37% |
| Returns for 1 year | -1.70 | -1.71 | 99% |
| Returns for 3 years | -5.52 | 4.02 | -138% |
| Returns for 5 years | 9.01 | 25.72 | 35% |
| Returns for 10 years | 8.04 | 38.31 | 21% |
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