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HMVYX vs JVMAX
HMVYX vs JVMAX Comparison
Open Charts HMVYX vs JVMAX
Hartford MidCap Value Y
Price$18.51
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets1.06B
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
HMVYX vs JVMAX Comparison Chart
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HMVYX vs. JVMAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. HMVYX (1.07B). 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 : 6.23 vs. JVMAX (4.82). JVMAX return over 5 years is better than : 23.77 vs. HMVYX (14.29).
| 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 | 3.523 | 3.777 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 23.1B | 5% |
| Annual Yield % from dividends | 0.70 | 0.67 | 105% |
| Returns for 1 year | 6.23 | 4.82 | 129% |
| Returns for 3 years | -3.95 | -0.09 | 4,489% |
| Returns for 5 years | 14.29 | 23.77 | 60% |
| Returns for 10 years | 22.72 | 42.53 | 53% |
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