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HMVYX vs JVMAX
HMVYX vs JVMAX Comparison
Open Charts HMVYX vs JVMAX
Hartford MidCap Value Y
Price$17.93
Change-$0.34 (-1.86%)
VolumeN/A
Net Assets1.16B
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
HMVYX vs JVMAX Comparison Chart
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HMVYX vs. JVMAX commentary
Feb 23, 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 HMVYX is a Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. HMVYX (1.16B). HMVYX (0.70) and JVMAX (0.67) have matching dividends . HMVYX was incepted earlier than JVMAX: HMVYX (24 years) vs JVMAX (28 years). HMVYX is a more actively managed with annual turnover of: 84.00 vs. JVMAX (41.00). JVMAX has a lower initial minimum investment than HMVYX: JVMAX (1000) vs HMVYX (250000). HMVYX annual gain was more profitable for investors over the last year : -1.15 vs. JVMAX (-2.62). JVMAX return over 5 years is better than : 22.67 vs. HMVYX (11.11).
| HMVYX | JVMAX | HMVYX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 0.280 | 2.046 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 22.5B | 5% |
| Annual Yield % from dividends | 0.70 | 0.67 | 105% |
| Returns for 1 year | -1.15 | -2.62 | 44% |
| Returns for 3 years | -4.08 | 2.26 | -181% |
| Returns for 5 years | 11.11 | 22.67 | 49% |
| Returns for 10 years | 12.02 | 32.20 | 37% |
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