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HNMDX vs JVMSX
HNMDX vs JVMSX Comparison
Open Charts HNMDX vs JVMSX
Heartland Mid Cap Value Institutional
Price$13.05
Change-$0.08 (-0.61%)
VolumeN/A
Net Assets477.3M
JHancock Disciplined Value Mid Cap R2
Price$28.78
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
HNMDX vs JVMSX Comparison Chart in %
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HNMDX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.5B vs. HNMDX (477M). HNMDX pays higher dividends than JVMSX: HNMDX (1.06) vs JVMSX (0.41). HNMDX was incepted earlier than JVMSX: HNMDX (11 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than HNMDX (0.99). HNMDX is a more actively managed with annual turnover of: 62.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than HNMDX: JVMSX (0) vs HNMDX (500000). JVMSX annual gain was more profitable for investors over the last year : -6.83 vs. HNMDX (-11.77). JVMSX return over 5 years is better than : 31.03 vs. HNMDX (11.43).
| HNMDX | JVMSX | HNMDX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.99 | 1.25 | 79% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -3.028 | 7.460 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 23.5B | 2% |
| Annual Yield % from dividends | 1.06 | 0.41 | 262% |
| Returns for 1 year | -11.77 | -6.83 | 172% |
| Returns for 3 years | 0.83 | 11.77 | 7% |
| Returns for 5 years | 11.43 | 31.03 | 37% |
| Returns for 10 years | 44.70 | 41.49 | 108% |
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