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HMVYX vs JVMRX
HMVYX vs JVMRX Comparison
Open Charts HMVYX vs JVMRX
Hartford MidCap Value Y
Price$18.16
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets1.14B
JHancock Disciplined Value Mid Cap R6
Price$29.01
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets22.61B
HMVYX vs JVMRX Comparison Chart in %
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HMVYX vs. JVMRX commentary
Jul 09, 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: 22.6B vs. HMVYX (1.14B). JVMRX pays higher dividends than HMVYX: JVMRX (0.88) 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 : 4.18 vs. HMVYX (-0.97). JVMRX return over 5 years is better than : 65.12 vs. HMVYX (46.32).
| 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 | 1.063 | 8.500 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 22.6B | 5% |
| Annual Yield % from dividends | 0.81 | 0.88 | 92% |
| Returns for 1 year | -0.97 | 4.18 | -23% |
| Returns for 3 years | 6.29 | 23.83 | 26% |
| Returns for 5 years | 46.32 | 65.12 | 71% |
| Returns for 10 years | 12.62 | 48.87 | 26% |
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