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HMVTX vs JVMAX
HMVTX vs JVMAX Comparison
Open Charts HMVTX vs JVMAX
Hartford MidCap Value R5
Price$16.16
Change+$1.12 (+7.45%)
VolumeN/A
Net Assets970.98M
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
HMVTX vs JVMAX Comparison Chart
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HMVTX vs. JVMAX commentary
Apr 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 HMVTX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. HMVTX (971M). HMVTX pays higher dividends than JVMAX: HMVTX (0.83) vs JVMAX (0.61). HMVTX was incepted earlier than JVMAX: HMVTX (15 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than HMVTX (0.88). HMVTX has a lower initial minimum investment than JVMAX: HMVTX (0) vs JVMAX (1000). HMVTX annual gain was more profitable for investors over the last year : -19.16 vs. JVMAX (-20.84). JVMAX return over 5 years is better than : 36.10 vs. HMVTX (24.81).
| HMVTX | JVMAX | HMVTX / JVMAX | |
| Total Expense Ratio | 0.88 | 1.12 | 79% |
| Annual Report Gross Expense Ratio | 0.88 | 1.13 | 78% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | -15.553 | -13.336 | 117% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 18.5B | 5% |
| Annual Yield % from dividends | 0.83 | 0.61 | 135% |
| Returns for 1 year | -19.16 | -20.84 | 92% |
| Returns for 3 years | -21.04 | -13.99 | 150% |
| Returns for 5 years | 24.81 | 36.10 | 69% |
| Returns for 10 years | -8.37 | 11.67 | -72% |
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