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HRMDX vs JVMCX
HRMDX vs JVMCX Comparison
Open Charts HRMDX vs JVMCX
Heartland Mid Cap Value Investor
Price$13.11
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets586.29M
JHancock Disciplined Value Mid Cap C
Price$25.50
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets21.79B
HRMDX vs JVMCX Comparison Chart
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HRMDX vs. JVMCX commentary
May 23, 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 HRMDX is a Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.8B vs. HRMDX (586M). HRMDX pays higher dividends than JVMCX: HRMDX (0.83) vs JVMCX (0.00). HRMDX was incepted earlier than JVMCX: HRMDX (11 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than HRMDX (1.18). HRMDX is a more actively managed with annual turnover of: 62.00 vs. JVMCX (47.00). HRMDX (1000) and JVMCX (1000) have matching initial minimum investment requirements. HRMDX annual gain was more profitable for investors over the last year : -4.83 vs. JVMCX (-5.78). JVMCX return over 5 years is better than : 54.86 vs. HRMDX (46.80).
| HRMDX | JVMCX | HRMDX / JVMCX | |
| Total Expense Ratio | 1.10 | 1.87 | 59% |
| Annual Report Gross Expense Ratio | 1.18 | 1.88 | 63% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 0.297 | 3.123 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 21.8B | 3% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | -4.83 | -5.78 | 84% |
| Returns for 3 years | 10.27 | 9.69 | 106% |
| Returns for 5 years | 46.80 | 54.86 | 85% |
| Returns for 10 years | 37.78 | 25.15 | 150% |
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