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HMVTX vs JVMRX
HMVTX vs JVMRX Comparison
Open Charts HMVTX vs JVMRX
Hartford MidCap Value R5
Price$18.46
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.16B
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
HMVTX vs JVMRX Comparison Chart in %
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HMVTX vs. JVMRX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. HMVTX (1.16B). JVMRX pays higher dividends than HMVTX: JVMRX (0.84) vs HMVTX (0.78). HMVTX was incepted earlier than JVMRX: HMVTX (15 years) vs JVMRX (14 years). HMVTX (0.88) is less costly to investors than JVMRX (0.75). 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 : 3.02 vs. HMVTX (-4.20). JVMRX return over 5 years is better than : 55.40 vs. HMVTX (37.19).
| HMVTX | JVMRX | HMVTX / JVMRX | |
| Total Expense Ratio | 0.88 | 0.74 | 119% |
| Annual Report Gross Expense Ratio | 0.88 | 0.75 | 117% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 3.650 | 12.064 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 24.3B | 5% |
| Annual Yield % from dividends | 0.78 | 0.84 | 93% |
| Returns for 1 year | -4.20 | 3.02 | -139% |
| Returns for 3 years | 7.46 | 25.20 | 30% |
| Returns for 5 years | 37.19 | 55.40 | 67% |
| Returns for 10 years | 22.46 | 59.55 | 38% |
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