Ad is loading...
Ad is loading...
HMVSX vs JVMTX
HMVSX vs JVMTX Comparison
Open Charts HMVSX vs JVMTX
Hartford MidCap Value R4
Price$20.12
Change-$0.11 (-0.54%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
HMVSX vs JVMTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HMVSX vs. JVMTX commentary
Nov 18, 2024
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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. HMVSX (1.08B). JVMTX pays higher dividends than HMVSX: JVMTX (0.73) vs HMVSX (0.35). HMVSX was incepted earlier than JVMTX: HMVSX (14 years) vs JVMTX (11 years). HMVSX is a more actively managed with annual turnover of: 84.00 vs. JVMTX (41.00). HMVSX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 21.44 vs. HMVSX (19.02). JVMTX return over 5 years is better than : 44.38 vs. HMVSX (27.70).
| HMVSX | JVMTX | HMVSX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 14.318 | 14.484 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 23.8B | 5% |
| Annual Yield % from dividends | 0.35 | 0.73 | 48% |
| Returns for 1 year | 19.02 | 21.44 | 89% |
| Returns for 3 years | -1.49 | 7.23 | -21% |
| Returns for 5 years | 27.70 | 44.38 | 62% |
| Returns for 10 years | 15.11 | 60.91 | 25% |
View a ticker or compare two or three
VS
VS
Ad is loading...