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HNMDX vs JVMAX
HNMDX vs JVMAX Comparison
Open Charts HNMDX vs JVMAX
Heartland Mid Cap Value Institutional
Price$15.10
Change-$0.10 (-0.66%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
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HNMDX vs JVMAX Comparison Chart
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HNMDX vs. JVMAX commentary
Sep 21, 2024
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 HNMDX is a StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. HNMDX (664M). HNMDX pays higher dividends than JVMAX: HNMDX (0.86) vs JVMAX (0.67). HNMDX was incepted earlier than JVMAX: HNMDX (10 years) vs JVMAX (27 years). HNMDX is a more actively managed with annual turnover of: 84.00 vs. JVMAX (41.00). JVMAX has a lower initial minimum investment than HNMDX: JVMAX (1000) vs HNMDX (500000). JVMAX annual gain was more profitable for investors over the last year : 15.86 vs. HNMDX (13.39). JVMAX return over 5 years is better than : 40.80 vs. HNMDX (33.85).
| HNMDX | JVMAX | HNMDX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 8.809 | 9.927 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 23.4B | 3% |
| Annual Yield % from dividends | 0.86 | 0.67 | 128% |
| Returns for 1 year | 13.39 | 15.86 | 84% |
| Returns for 3 years | -2.65 | 9.43 | -28% |
| Returns for 5 years | 33.85 | 40.80 | 83% |
| Returns for 10 years | N/A | 55.08 | - |
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