Ad is loading...
HMVYX vs JVMRX
HMVYX vs JVMRX Comparison
Open Charts HMVYX vs JVMRX
Hartford MidCap Value Y
Price$17.93
Change-$0.34 (-1.86%)
VolumeN/A
Net Assets1.16B
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
HMVYX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HMVYX vs. JVMRX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. HMVYX (1.16B). 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). HMVYX annual gain was more profitable for investors over the last year : -1.15 vs. JVMRX (-1.71). JVMRX return over 5 years is better than : 25.72 vs. HMVYX (11.11).
| 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 | 0.280 | 2.079 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 22.5B | 5% |
| Annual Yield % from dividends | 0.70 | 0.93 | 75% |
| Returns for 1 year | -1.15 | -1.71 | 67% |
| Returns for 3 years | -4.08 | 4.02 | -102% |
| Returns for 5 years | 11.11 | 25.72 | 43% |
| Returns for 10 years | 12.02 | 38.31 | 31% |
View a ticker or compare two or three
VS
VS
Ad is loading...