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HRMDX vs JVMCX
HRMDX vs JVMCX Comparison
Open Charts HRMDX vs JVMCX
Heartland Mid Cap Value Investor
Price$13.78
Change+$0.12 (+0.88%)
VolumeN/A
Net Assets532.59M
JHancock Disciplined Value Mid Cap C
Price$28.13
Change+$0.41 (+1.48%)
VolumeN/A
Net Assets24.3B
HRMDX vs JVMCX Comparison Chart in %
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HRMDX vs. JVMCX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. HRMDX (533M). HRMDX pays higher dividends than JVMCX: HRMDX (0.78) 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 : 1.15 vs. HRMDX (-5.70). JVMCX return over 5 years is better than : 47.92 vs. HRMDX (31.95).
| 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 | 2.301 | 11.186 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 24.3B | 2% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | -5.70 | 1.15 | -495% |
| Returns for 3 years | 12.47 | 21.16 | 59% |
| Returns for 5 years | 31.95 | 47.92 | 67% |
| Returns for 10 years | 57.86 | 44.95 | 129% |
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