HRMDX
Price
$13.07
Change
-$0.60 (-4.39%)
Updated
Apr 3 closing price
Net Assets
545.74M
JVMCX
Price
$23.82
Change
-$1.40 (-5.55%)
Updated
Apr 3 closing price
Net Assets
21.35B
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HRMDX vs JVMCX

Header iconHRMDX vs JVMCX Comparison
Open Charts HRMDX vs JVMCXBanner chart's image
Heartland Mid Cap Value Investor
Price$13.07
Change-$0.60 (-4.39%)
VolumeN/A
Net Assets545.74M
JHancock Disciplined Value Mid Cap C
Price$23.82
Change-$1.40 (-5.55%)
VolumeN/A
Net Assets21.35B
HRMDX vs JVMCX Comparison Chart
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HRMDX vs. JVMCX commentary
Apr 04, 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 Hold.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.4B vs. HRMDX (546M). HRMDX pays higher dividends than JVMCX: HRMDX (0.79) vs JVMCX (0.00). HRMDX was incepted earlier than JVMCX: HRMDX (10 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than HRMDX (1.17). 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 : -4.31 vs. JVMCX (-9.44). JVMCX (81.86) and HRMDX (80.68) have equivalent 5 years return.
HRMDXJVMCXHRMDX / JVMCX
Total Expense Ratio1.101.8759%
Annual Report Gross Expense Ratio1.171.8862%
Fund Existence10 years14 years-
Gain YTD1.485-0.316-470%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets546M21.4B3%
Annual Yield % from dividends0.790.00-
Returns for 1 year-4.31-9.4446%
Returns for 3 years2.17-3.54-61%
Returns for 5 years80.6881.8699%
Returns for 10 years39.2822.51175%
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