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HMVYX vs JVMTX
HMVYX vs JVMTX Comparison
Open Charts HMVYX vs JVMTX
Hartford MidCap Value Y
Price$18.38
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.15B
JHancock Disciplined Value Mid Cap R4
Price$30.08
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets24.35B
HMVYX vs JVMTX Comparison Chart in %
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HMVYX vs. JVMTX commentary
Sep 18, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. HMVYX (1.15B). HMVYX pays higher dividends than JVMTX: HMVYX (0.78) vs JVMTX (0.62). HMVYX was incepted earlier than JVMTX: HMVYX (24 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than HMVYX (0.87). HMVYX is a more actively managed with annual turnover of: 132.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than HMVYX: JVMTX (0) vs HMVYX (250000). JVMTX annual gain was more profitable for investors over the last year : 0.49 vs. HMVYX (-7.38). JVMTX return over 5 years is better than : 55.43 vs. HMVYX (38.46).
| HMVYX | JVMTX | HMVYX / JVMTX | |
| Total Expense Ratio | 0.87 | 0.99 | 88% |
| Annual Report Gross Expense Ratio | 0.87 | 1.10 | 79% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 2.741 | 11.817 | 23% |
| 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 | 0.62 | 126% |
| Returns for 1 year | -7.38 | 0.49 | -1,511% |
| Returns for 3 years | 7.01 | 25.01 | 28% |
| Returns for 5 years | 38.46 | 55.43 | 69% |
| Returns for 10 years | 22.89 | 58.27 | 39% |
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