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HRMDX vs JVMCX
HRMDX vs JVMCX Comparison
Open Charts HRMDX vs JVMCX
Heartland Mid Cap Value Investor
Price$13.74
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets577.06M
JHancock Disciplined Value Mid Cap C
Price$26.25
Change+$0.14 (+0.54%)
VolumeN/A
Net Assets23.13B
HRMDX vs JVMCX Comparison Chart
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HRMDX vs. JVMCX commentary
Jan 19, 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.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.1B vs. HRMDX (577M). 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 : 3.96 vs. HRMDX (2.52). JVMCX return over 5 years is better than : 20.76 vs. HRMDX (15.12).
| 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 | 2.004 | 3.755 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 23.1B | 2% |
| Annual Yield % from dividends | 0.64 | 0.01 | 4,516% |
| Returns for 1 year | 2.52 | 3.96 | 64% |
| Returns for 3 years | 3.76 | -1.63 | -230% |
| Returns for 5 years | 15.12 | 20.76 | 73% |
| Returns for 10 years | 49.54 | 35.61 | 139% |
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