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HMVYX vs JVMRX
HMVYX vs JVMRX Comparison
Open Charts HMVYX vs JVMRX
Hartford MidCap Value Y
Price$18.38
Change-$0.22 (-1.18%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.99
Change-$0.37 (-1.18%)
VolumeN/A
CapitalizationN/A
HMVYX vs JVMRX Comparison Chart
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HMVYX vs. JVMRX commentary
Dec 18, 2024
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: 23.7B vs. HMVYX (1.07B). JVMRX pays higher dividends than HMVYX: JVMRX (0.93) vs HMVYX (0.70). HMVYX was incepted earlier than JVMRX: HMVYX (24 years) vs JVMRX (13 years). HMVYX is a more actively managed with annual turnover of: 84.00 vs. JVMRX (41.00). 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 : 11.22 vs. HMVYX (3.43). JVMRX return over 5 years is better than : 42.46 vs. HMVYX (14.69).
| HMVYX | JVMRX | HMVYX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 2.282 | 13.268 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 23.7B | 5% |
| Annual Yield % from dividends | 0.70 | 0.93 | 75% |
| Returns for 1 year | 3.43 | 11.22 | 31% |
| Returns for 3 years | -1.32 | 18.01 | -7% |
| Returns for 5 years | 14.69 | 42.46 | 35% |
| Returns for 10 years | 19.32 | 61.86 | 31% |
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