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HRMDX vs JVMCX
HRMDX vs JVMCX Comparison
Open Charts HRMDX vs JVMCX
Heartland Mid Cap Value Investor
Price$13.03
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets476.61M
JHancock Disciplined Value Mid Cap C
Price$27.04
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets23.44B
HRMDX vs JVMCX Comparison Chart in %
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HRMDX vs. JVMCX 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 HRMDX is a Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.4B vs. HRMDX (477M). HRMDX pays higher dividends than JVMCX: HRMDX (0.80) vs JVMCX (0.00). HRMDX was incepted earlier than JVMCX: HRMDX (11 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than HRMDX (1.18). HRMDX is a more actively managed with annual turnover of: 62.00 vs. JVMCX (49.00). HRMDX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : -8.54 vs. HRMDX (-12.83). JVMCX return over 5 years is better than : 25.73 vs. HRMDX (8.84).
| HRMDX | JVMCX | HRMDX / JVMCX | |
| Total Expense Ratio | 1.10 | 1.85 | 59% |
| Annual Report Gross Expense Ratio | 1.18 | 1.86 | 63% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -3.638 | 6.680 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 23.4B | 2% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | -12.83 | -8.54 | 150% |
| Returns for 3 years | -0.36 | 9.16 | -4% |
| Returns for 5 years | 8.84 | 25.73 | 34% |
| Returns for 10 years | 41.27 | 32.45 | 127% |
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