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HRMDX vs JVMCX
HRMDX vs JVMCX Comparison
Open Charts HRMDX vs JVMCX
Heartland Mid Cap Value Investor
Price$13.68
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets516.43M
JHancock Disciplined Value Mid Cap C
Price$25.79
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
HRMDX vs JVMCX Comparison Chart
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HRMDX vs. JVMCX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.5B vs. HRMDX (516M). HRMDX pays higher dividends than JVMCX: HRMDX (0.64) vs JVMCX (0.01). HRMDX was incepted earlier than JVMCX: HRMDX (10 years) vs JVMCX (14 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. HRMDX annual gain was more profitable for investors over the last year : 0.73 vs. JVMCX (-3.41). JVMCX return over 5 years is better than : 19.69 vs. HRMDX (17.77).
| HRMDX | JVMCX | HRMDX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 1.559 | 1.937 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 22.5B | 2% |
| Annual Yield % from dividends | 0.64 | 0.01 | 4,516% |
| Returns for 1 year | 0.73 | -3.41 | -21% |
| Returns for 3 years | 5.73 | 0.68 | 844% |
| Returns for 5 years | 17.77 | 19.69 | 90% |
| Returns for 10 years | 40.18 | 25.70 | 156% |
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