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HNMDX vs JVMIX
HNMDX vs JVMIX Comparison
Open Charts HNMDX vs JVMIX
Heartland Mid Cap Value Institutional
Price$15.10
Change-$0.10 (-0.66%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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HNMDX vs JVMIX Comparison Chart
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HNMDX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. HNMDX (664M). HNMDX (0.86) and JVMIX (0.84) have matching dividends . HNMDX was incepted earlier than JVMIX: HNMDX (10 years) vs JVMIX (27 years). HNMDX is a more actively managed with annual turnover of: 84.00 vs. JVMIX (41.00). 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 : 16.37 vs. HNMDX (13.39). JVMIX return over 5 years is better than : 43.06 vs. HNMDX (33.85).
| HNMDX | JVMIX | HNMDX / JVMIX | |
| 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 | 10.157 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 23.4B | 3% |
| Annual Yield % from dividends | 0.86 | 0.84 | 102% |
| Returns for 1 year | 13.39 | 16.37 | 82% |
| Returns for 3 years | -2.65 | 10.72 | -25% |
| Returns for 5 years | 33.85 | 43.06 | 79% |
| Returns for 10 years | N/A | 60.49 | - |