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HNMDX vs JVMCX
HNMDX vs JVMCX Comparison
Open Charts HNMDX vs JVMCX
Heartland Mid Cap Value Institutional
Price$13.76
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets516.43M
JHancock Disciplined Value Mid Cap C
Price$25.79
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
HNMDX vs JVMCX Comparison Chart
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HNMDX vs. JVMCX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.5B vs. HNMDX (516M). HNMDX pays higher dividends than JVMCX: HNMDX (0.86) vs JVMCX (0.01). HNMDX was incepted earlier than JVMCX: HNMDX (10 years) vs JVMCX (14 years). HNMDX is a more actively managed with annual turnover of: 84.00 vs. JVMCX (41.00). 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 : 0.99 vs. JVMCX (-3.41). JVMCX (19.69) and HNMDX (19.40) have equivalent 5 years return.
| HNMDX | JVMCX | HNMDX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 1.625 | 1.937 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 22.5B | 2% |
| Annual Yield % from dividends | 0.86 | 0.01 | 6,033% |
| Returns for 1 year | 0.99 | -3.41 | -29% |
| Returns for 3 years | 6.63 | 0.68 | 976% |
| Returns for 5 years | 19.40 | 19.69 | 98% |
| Returns for 10 years | 43.22 | 25.70 | 168% |
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