HMVYX
Price
$18.20
Change
+$0.07 (+0.39%)
Updated
Dec 8, 6:59 PM EST
JVMSX
Price
$26.85
Change
+$0.15 (+0.56%)
Updated
Dec 8, 6:59 PM EST
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Compare predictions HMVYX vs JVMSX

Header iconHMVYX vs JVMSX Comparison
Open Charts HMVYX vs JVMSXBanner chart's image
Hartford MidCap Value Y
Price$18.20
Change+$0.07 (+0.39%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$26.85
Change+$0.15 (+0.56%)
VolumeN/A
CapitalizationN/A
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HMVYX vs JVMSX Comparison Chart

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VS
HMVYX vs. JVMSX commentary
Dec 10, 2023

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 Hold.

FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.9B vs. HMVYX (969M). JVMSX pays higher dividends than HMVYX: JVMSX (0.55) vs HMVYX (0.42). HMVYX was incepted earlier than JVMSX: HMVYX (23 years) vs JVMSX (12 years). JVMSX (1.26) is less costly to investors than HMVYX (0.88). HMVYX is a more actively managed with annual turnover of: 85.00 vs. JVMSX (41.00). 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 : 4.37 vs. HMVYX (-1.30). JVMSX return over 5 years is better than : 29.00 vs. HMVYX (18.69).
HMVYXJVMSXHMVYX / JVMSX
Total Expense Ratio0.881.2570%
Annual Report Gross Expense Ratio0.881.2670%
Fund Existence23 years12 years-
Gain YTD10.23610.40398%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets969M20.9B5%
Annual Yield % from dividends0.420.5575%
Returns for 1 year-1.304.37-30%
Returns for 3 years12.6916.2878%
Returns for 5 years18.6929.0064%
Returns for 10 years6.1953.5912%
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