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HMVYX vs JVMSX
HMVYX vs JVMSX Comparison
Open Charts HMVYX vs JVMSX
Hartford MidCap Value Y
Price$18.37
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap R2
Price$29.91
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets24.35B
HMVYX vs JVMSX Comparison Chart in %
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HMVYX vs. JVMSX commentary
Sep 17, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. HMVYX (1.15B). HMVYX pays higher dividends than JVMSX: HMVYX (0.78) vs JVMSX (0.40). HMVYX was incepted earlier than JVMSX: HMVYX (24 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than HMVYX (0.87). HMVYX is a more actively managed with annual turnover of: 132.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than HMVYX: JVMSX (0) vs HMVYX (250000). JVMSX annual gain was more profitable for investors over the last year : 0.85 vs. HMVYX (-6.75). JVMSX return over 5 years is better than : 52.20 vs. HMVYX (37.30).
| HMVYX | JVMSX | HMVYX / JVMSX | |
| Total Expense Ratio | 0.87 | 1.24 | 70% |
| Annual Report Gross Expense Ratio | 0.87 | 1.25 | 70% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 3.076 | 11.861 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 24.3B | 5% |
| Annual Yield % from dividends | 0.78 | 0.40 | 195% |
| Returns for 1 year | -6.75 | 0.85 | -797% |
| Returns for 3 years | 7.36 | 24.57 | 30% |
| Returns for 5 years | 37.30 | 52.20 | 71% |
| Returns for 10 years | 23.29 | 56.05 | 42% |
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