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HNMDX vs JVMIX
HNMDX vs JVMIX Comparison
Open Charts HNMDX vs JVMIX
Heartland Mid Cap Value Institutional
Price$13.13
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets476.61M
JHancock Disciplined Value Mid Cap I
Price$29.06
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.44B
HNMDX vs JVMIX Comparison Chart in %
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HNMDX vs. JVMIX commentary
Nov 20, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. HNMDX (477M). HNMDX pays higher dividends than JVMIX: HNMDX (1.06) vs JVMIX (0.75). HNMDX was incepted earlier than JVMIX: HNMDX (11 years) vs JVMIX (28 years). HNMDX (0.99) is less costly to investors than JVMIX (0.86). HNMDX is a more actively managed with annual turnover of: 62.00 vs. JVMIX (49.00). JVMIX has a lower initial minimum investment than HNMDX: JVMIX (250000) vs HNMDX (500000). JVMIX annual gain was more profitable for investors over the last year : -7.00 vs. HNMDX (-12.57). JVMIX return over 5 years is better than : 31.58 vs. HNMDX (10.28).
| HNMDX | JVMIX | HNMDX / JVMIX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.99 | 0.86 | 115% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | -3.397 | 7.607 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 23.4B | 2% |
| Annual Yield % from dividends | 1.06 | 0.75 | 141% |
| Returns for 1 year | -12.57 | -7.00 | 180% |
| Returns for 3 years | 0.45 | 12.51 | 4% |
| Returns for 5 years | 10.28 | 31.58 | 33% |
| Returns for 10 years | 44.15 | 44.83 | 98% |
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