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HMVYX vs JVMIX
HMVYX vs JVMIX Comparison
Open Charts HMVYX vs JVMIX
Hartford MidCap Value Y
Price$18.27
Change-$0.19 (-1.03%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap I
Price$29.70
Change-$0.37 (-1.23%)
VolumeN/A
Net Assets24.22B
HMVYX vs JVMIX Comparison Chart in %
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HMVYX vs. JVMIX commentary
Oct 10, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. HMVYX (1.15B). HMVYX pays higher dividends than JVMIX: HMVYX (0.79) vs JVMIX (0.74). HMVYX was incepted earlier than JVMIX: HMVYX (24 years) vs JVMIX (28 years). HMVYX (0.87) and JVMIX (0.86) have similar cost to investors . HMVYX is a more actively managed with annual turnover of: 132.00 vs. JVMIX (49.00). HMVYX (250000) and JVMIX (250000) have matching initial minimum investment requirements. JVMIX annual gain was more profitable for investors over the last year : -1.31 vs. HMVYX (-7.76). JVMIX return over 5 years is better than : 49.35 vs. HMVYX (34.30).
| HMVYX | JVMIX | HMVYX / JVMIX | |
| Total Expense Ratio | 0.87 | 0.85 | 102% |
| Annual Report Gross Expense Ratio | 0.87 | 0.86 | 101% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 3.244 | 11.577 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 24.2B | 5% |
| Annual Yield % from dividends | 0.79 | 0.74 | 107% |
| Returns for 1 year | -7.76 | -1.31 | 593% |
| Returns for 3 years | 12.27 | 30.94 | 40% |
| Returns for 5 years | 34.30 | 49.35 | 69% |
| Returns for 10 years | 20.32 | 54.15 | 38% |
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