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HNMDX vs JVMSX
HNMDX vs JVMSX Comparison
Open Charts HNMDX vs JVMSX
Heartland Mid Cap Value Institutional
Price$13.88
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets524.9M
JHancock Disciplined Value Mid Cap R2
Price$29.68
Change-$0.20 (-0.67%)
VolumeN/A
Net Assets24.26B
HNMDX vs JVMSX Comparison Chart in %
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HNMDX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. HNMDX (525M). HNMDX pays higher dividends than JVMSX: HNMDX (1.04) vs JVMSX (0.40). 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 : -0.92 vs. HNMDX (-5.43). JVMSX return over 5 years is better than : 47.57 vs. HNMDX (30.58).
| 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 | 3.102 | 11.451 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 24.3B | 2% |
| Annual Yield % from dividends | 1.04 | 0.40 | 260% |
| Returns for 1 year | -5.43 | -0.92 | 594% |
| Returns for 3 years | 18.75 | 29.38 | 64% |
| Returns for 5 years | 30.58 | 47.57 | 64% |
| Returns for 10 years | 56.70 | 51.10 | 111% |
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