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HMVYX vs JVMRX
HMVYX vs JVMRX Comparison
Open Charts HMVYX vs JVMRX
Hartford MidCap Value Y
Price$17.81
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.12B
JHancock Disciplined Value Mid Cap R6
Price$28.90
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.32B
HMVYX vs JVMRX Comparison Chart in %
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HMVYX vs. JVMRX commentary
Aug 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 HMVYX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. HMVYX (1.12B). JVMRX pays higher dividends than HMVYX: JVMRX (0.86) vs HMVYX (0.81). HMVYX was incepted earlier than JVMRX: HMVYX (24 years) vs JVMRX (14 years). HMVYX (0.87) is less costly to investors than JVMRX (0.76). HMVYX is a more actively managed with annual turnover of: 132.00 vs. JVMRX (49.00). HMVYX has a lower initial minimum investment than JVMRX: HMVYX (250000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 4.38 vs. HMVYX (-2.40). JVMRX return over 5 years is better than : 51.76 vs. HMVYX (29.46).
| HMVYX | JVMRX | HMVYX / JVMRX | |
| Total Expense Ratio | 0.87 | 0.75 | 116% |
| Annual Report Gross Expense Ratio | 0.87 | 0.76 | 114% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -0.336 | 7.906 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 23.3B | 5% |
| Annual Yield % from dividends | 0.81 | 0.86 | 93% |
| Returns for 1 year | -2.40 | 4.38 | -55% |
| Returns for 3 years | -1.90 | 16.07 | -12% |
| Returns for 5 years | 29.46 | 51.76 | 57% |
| Returns for 10 years | 11.47 | 44.89 | 26% |
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