HMVTX
Price
$18.11
Change
-$0.01 (-0.06%)
Updated
Jul 18 closing price
Net Assets
1.15B
JVMRX
Price
$29.18
Change
+$0.09 (+0.31%)
Updated
Jul 18 closing price
Net Assets
22.64B
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HMVTX vs JVMRX

Header iconHMVTX vs JVMRX Comparison
Open Charts HMVTX vs JVMRXBanner chart's image
Hartford MidCap Value R5
Price$18.11
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap R6
Price$29.18
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets22.64B
HMVTX vs JVMRX Comparison Chart in %
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HMVTX vs. JVMRX commentary
Jul 21, 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 Hold and JVMRX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. HMVTX (1.15B). JVMRX pays higher dividends than HMVTX: JVMRX (0.88) vs HMVTX (0.81). 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 is a more actively managed with annual turnover of: 132.00 vs. JVMRX (49.00). HMVTX has a lower initial minimum investment than JVMRX: HMVTX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -0.16 vs. HMVTX (-5.77). JVMRX return over 5 years is better than : 57.88 vs. HMVTX (38.51).
HMVTXJVMRXHMVTX / JVMRX
Total Expense Ratio0.880.75117%
Annual Report Gross Expense Ratio0.880.76116%
Fund Existence15 years14 years-
Gain YTD1.6848.31520%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.15B22.6B5%
Annual Yield % from dividends0.810.8892%
Returns for 1 year-5.77-0.163,607%
Returns for 3 years4.1721.0620%
Returns for 5 years38.5157.8867%
Returns for 10 years13.4648.0428%
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