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HMVTX vs JVMRX
HMVTX vs JVMRX Comparison
Open Charts HMVTX vs JVMRX
Hartford MidCap Value R5
Price$16.16
Change+$1.12 (+7.45%)
VolumeN/A
Net Assets970.98M
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
HMVTX vs JVMRX Comparison Chart
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HMVTX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. HMVTX (971M). JVMRX pays higher dividends than HMVTX: JVMRX (0.94) vs HMVTX (0.83). HMVTX was incepted earlier than JVMRX: HMVTX (15 years) vs JVMRX (14 years). HMVTX (0.88) is less costly to investors than JVMRX (0.76). HMVTX has a lower initial minimum investment than JVMRX: HMVTX (0) vs JVMRX (1000000). HMVTX (-19.16) and JVMRX (-20.09) have marching annual gain over last year. JVMRX return over 5 years is better than : 39.55 vs. HMVTX (24.81).
| HMVTX | JVMRX | HMVTX / JVMRX | |
| Total Expense Ratio | 0.88 | 0.75 | 117% |
| Annual Report Gross Expense Ratio | 0.88 | 0.76 | 116% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -15.553 | -13.252 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 18.5B | 5% |
| Annual Yield % from dividends | 0.83 | 0.94 | 89% |
| Returns for 1 year | -19.16 | -20.09 | 95% |
| Returns for 3 years | -21.04 | -12.51 | 168% |
| Returns for 5 years | 24.81 | 39.55 | 63% |
| Returns for 10 years | -8.37 | 16.87 | -50% |
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