HMVYX
Price
$18.25
Change
-$0.00 (-0.00%)
Updated
Jul 14 closing price
Net Assets
1.15B
JVMSX
Price
$28.96
Change
+$0.05 (+0.17%)
Updated
Jul 14 closing price
Net Assets
22.57B
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HMVYX vs JVMSX

Header iconHMVYX vs JVMSX Comparison
Open Charts HMVYX vs JVMSXBanner chart's image
Hartford MidCap Value Y
Price$18.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap R2
Price$28.96
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets22.57B
HMVYX vs JVMSX Comparison Chart in %
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HMVYX vs. JVMSX commentary
Jul 15, 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 JVMSX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. HMVYX (1.15B). HMVYX pays higher dividends than JVMSX: HMVYX (0.81) vs JVMSX (0.42). HMVYX was incepted earlier than JVMSX: HMVYX (24 years) vs JVMSX (13 years). JVMSX (1.26) 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 : -0.04 vs. HMVYX (-3.65). JVMSX return over 5 years is better than : 55.13 vs. HMVYX (38.78).
HMVYXJVMSXHMVYX / JVMSX
Total Expense Ratio0.871.2570%
Annual Report Gross Expense Ratio0.871.2669%
Fund Existence24 years13 years-
Gain YTD2.0697.83326%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.15B22.6B5%
Annual Yield % from dividends0.810.42193%
Returns for 1 year-3.65-0.049,105%
Returns for 3 years7.8523.0234%
Returns for 5 years38.7855.1370%
Returns for 10 years14.0242.3933%
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