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HRMDX vs JVMCX
HRMDX vs JVMCX Comparison
Open Charts HRMDX vs JVMCX
Heartland Mid Cap Value Investor
Price$12.79
Change+$0.15 (+1.19%)
VolumeN/A
Net Assets531.83M
JHancock Disciplined Value Mid Cap C
Price$24.00
Change+$0.40 (+1.69%)
VolumeN/A
Net Assets19.84B
HRMDX vs JVMCX Comparison Chart
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HRMDX vs. JVMCX commentary
Apr 26, 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: 19.8B vs. HRMDX (532M). 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 : -8.60 vs. JVMCX (-12.37). JVMCX (47.16) and HRMDX (46.11) have equivalent 5 years return.
| HRMDX | JVMCX | HRMDX / JVMCX | |
| Total Expense Ratio | 1.10 | 1.87 | 59% |
| Annual Report Gross Expense Ratio | 1.17 | 1.88 | 62% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -6.162 | -6.719 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 19.8B | 3% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | -8.60 | -12.37 | 70% |
| Returns for 3 years | -3.26 | -7.22 | 45% |
| Returns for 5 years | 46.11 | 47.16 | 98% |
| Returns for 10 years | 30.91 | 14.86 | 208% |
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