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HNMDX vs JVMCX
HNMDX vs JVMCX Comparison
Open Charts HNMDX vs JVMCX
Heartland Mid Cap Value Institutional
Price$13.49
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets567.41M
JHancock Disciplined Value Mid Cap C
Price$25.86
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets21.57B
HNMDX vs JVMCX Comparison Chart
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HNMDX vs. JVMCX commentary
May 14, 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 HNMDX is a Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.6B vs. HNMDX (567M). HNMDX pays higher dividends than JVMCX: HNMDX (1.11) vs JVMCX (0.00). HNMDX was incepted earlier than JVMCX: HNMDX (11 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than HNMDX (0.99). HNMDX is a more actively managed with annual turnover of: 62.00 vs. JVMCX (47.00). JVMCX has a lower initial minimum investment than HNMDX: JVMCX (1000) vs HNMDX (500000). HNMDX annual gain was more profitable for investors over the last year : -4.63 vs. JVMCX (-5.88). JVMCX return over 5 years is better than : 62.78 vs. HNMDX (58.61).
| HNMDX | JVMCX | HNMDX / JVMCX | |
| Total Expense Ratio | 0.85 | 1.87 | 45% |
| Annual Report Gross Expense Ratio | 0.99 | 1.88 | 53% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 0.074 | 1.897 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 21.6B | 3% |
| Annual Yield % from dividends | 1.11 | 0.00 | - |
| Returns for 1 year | -4.63 | -5.88 | 79% |
| Returns for 3 years | 8.86 | 5.98 | 148% |
| Returns for 5 years | 58.61 | 62.78 | 93% |
| Returns for 10 years | 40.89 | 24.32 | 168% |
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