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HMVYX vs JVMTX
HMVYX vs JVMTX Comparison
Open Charts HMVYX vs JVMTX
Hartford MidCap Value Y
Price$16.90
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets1.08B
JHancock Disciplined Value Mid Cap R4
Price$26.63
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
HMVYX vs JVMTX Comparison Chart
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HMVYX vs. JVMTX commentary
May 11, 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.9B vs. HMVYX (1.08B). HMVYX pays higher dividends than JVMTX: HMVYX (0.87) vs JVMTX (0.71). HMVYX was incepted earlier than JVMTX: HMVYX (24 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than HMVYX (0.87). HMVYX is a more actively managed with annual turnover of: 132.00 vs. JVMTX (47.00). 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 : -7.79 vs. HMVYX (-10.12). JVMTX return over 5 years is better than : 54.21 vs. HMVYX (37.83).
| HMVYX | JVMTX | HMVYX / JVMTX | |
| Total Expense Ratio | 0.87 | 1.00 | 87% |
| Annual Report Gross Expense Ratio | 0.87 | 1.11 | 78% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -5.481 | -1.041 | 527% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 20.9B | 5% |
| Annual Yield % from dividends | 0.87 | 0.71 | 123% |
| Returns for 1 year | -10.12 | -7.79 | 130% |
| Returns for 3 years | -4.44 | 6.79 | -65% |
| Returns for 5 years | 37.83 | 54.21 | 70% |
| Returns for 10 years | 4.21 | 32.23 | 13% |
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