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HRMDX vs JVMCX
HRMDX vs JVMCX Comparison
Open Charts HRMDX vs JVMCX
Heartland Mid Cap Value Investor
Price$13.76
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets565.5M
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
HRMDX vs JVMCX Comparison Chart in %
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HRMDX vs. JVMCX commentary
Jul 05, 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: 22.6B vs. HRMDX (566M). HRMDX pays higher dividends than JVMCX: HRMDX (0.79) vs JVMCX (0.00). HRMDX was incepted earlier than JVMCX: HRMDX (11 years) vs JVMCX (14 years). JVMCX (1.88) 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 : 1.79 vs. HRMDX (-0.50). JVMCX return over 5 years is better than : 55.49 vs. HRMDX (41.05).
| HRMDX | JVMCX | HRMDX / JVMCX | |
| Total Expense Ratio | 1.10 | 1.87 | 59% |
| Annual Report Gross Expense Ratio | 1.18 | 1.88 | 63% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 2.153 | 7.905 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 22.6B | 3% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | -0.50 | 1.79 | -28% |
| Returns for 3 years | 13.12 | 20.12 | 65% |
| Returns for 5 years | 41.05 | 55.49 | 74% |
| Returns for 10 years | 46.48 | 35.64 | 130% |
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