Interact to see
Advertisement
Advertisement
HMVYX vs JVMRX
HMVYX vs JVMRX Comparison
Open Charts HMVYX vs JVMRX
Hartford MidCap Value Y
Price$17.79
Change+$0.20 (+1.14%)
VolumeN/A
Net Assets1.12B
JHancock Disciplined Value Mid Cap R6
Price$28.34
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets21.72B
HMVYX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVYX vs. JVMRX commentary
Jun 27, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.7B vs. HMVYX (1.12B). JVMRX pays higher dividends than HMVYX: JVMRX (0.91) vs HMVYX (0.83). 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 : -0.45 vs. HMVYX (-3.71). JVMRX return over 5 years is better than : 62.32 vs. HMVYX (43.23).
| 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 | -1.622 | 4.195 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 21.7B | 5% |
| Annual Yield % from dividends | 0.83 | 0.91 | 92% |
| Returns for 1 year | -3.71 | -0.45 | 827% |
| Returns for 3 years | 2.58 | 17.41 | 15% |
| Returns for 5 years | 43.23 | 62.32 | 69% |
| Returns for 10 years | 9.50 | 43.93 | 22% |