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HRMDX vs JVMCX
HRMDX vs JVMCX Comparison
Open Charts HRMDX vs JVMCX
Heartland Mid Cap Value Investor
Price$15.00
Change-$0.09 (-0.60%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap C
Price$28.59
Change-$0.18 (-0.63%)
VolumeN/A
CapitalizationN/A
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HRMDX vs JVMCX Comparison Chart
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HRMDX vs. JVMCX 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 HRMDX is a StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.4B vs. HRMDX (664M). HRMDX pays higher dividends than JVMCX: HRMDX (0.64) vs JVMCX (0.01). HRMDX was incepted earlier than JVMCX: HRMDX (10 years) vs JVMCX (13 years). HRMDX is a more actively managed with annual turnover of: 84.00 vs. JVMCX (41.00). HRMDX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : 18.06 vs. HRMDX (15.01). JVMCX return over 5 years is better than : 38.74 vs. HRMDX (32.44).
| HRMDX | JVMCX | HRMDX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 8.932 | 10.301 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 23.4B | 3% |
| Annual Yield % from dividends | 0.64 | 0.01 | 4,516% |
| Returns for 1 year | 15.01 | 18.06 | 83% |
| Returns for 3 years | -1.66 | 10.70 | -15% |
| Returns for 5 years | 32.44 | 38.74 | 84% |
| Returns for 10 years | N/A | 51.69 | - |
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