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HNMDX vs JVMIX
HNMDX vs JVMIX Comparison
Open Charts HNMDX vs JVMIX
Heartland Mid Cap Value Institutional
Price$13.88
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets524.9M
JHancock Disciplined Value Mid Cap I
Price$29.93
Change-$0.19 (-0.63%)
VolumeN/A
Net Assets24.26B
HNMDX vs JVMIX Comparison Chart in %
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HNMDX vs. JVMIX commentary
Oct 08, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. HNMDX (525M). HNMDX pays higher dividends than JVMIX: HNMDX (1.04) vs JVMIX (0.74). 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 : -0.50 vs. HNMDX (-5.43). JVMIX return over 5 years is better than : 49.60 vs. HNMDX (30.58).
| 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 | 3.102 | 11.763 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 24.3B | 2% |
| Annual Yield % from dividends | 1.04 | 0.74 | 140% |
| Returns for 1 year | -5.43 | -0.50 | 1,097% |
| Returns for 3 years | 18.75 | 30.48 | 61% |
| Returns for 5 years | 30.58 | 49.60 | 62% |
| Returns for 10 years | 56.70 | 55.01 | 103% |
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