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HMVYX vs JVMRX
HMVYX vs JVMRX Comparison
Open Charts HMVYX vs JVMRX
Hartford MidCap Value Y
Price$16.47
Change-$0.95 (-5.45%)
VolumeN/A
Net Assets1.12B
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
HMVYX vs JVMRX Comparison Chart
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HMVYX vs. JVMRX commentary
Apr 04, 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: 21.4B vs. HMVYX (1.12B). JVMRX pays higher dividends than HMVYX: JVMRX (0.94) 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 has a lower initial minimum investment than JVMRX: HMVYX (250000) vs JVMRX (1000000). HMVYX annual gain was more profitable for investors over the last year : -6.57 vs. JVMRX (-7.83). JVMRX return over 5 years is better than : 90.92 vs. HMVYX (71.90).
| 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 | -2.573 | -0.037 | 6,931% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 21.4B | 5% |
| Annual Yield % from dividends | 0.83 | 0.94 | 89% |
| Returns for 1 year | -6.57 | -7.83 | 84% |
| Returns for 3 years | -10.42 | -0.32 | 3,244% |
| Returns for 5 years | 71.90 | 90.92 | 79% |
| Returns for 10 years | 5.84 | 34.80 | 17% |
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