HRMDX
Price
$13.64
Change
+$0.04 (+0.29%)
Updated
Oct 17 closing price
Net Assets
511.05M
JVMCX
Price
$27.55
Change
+$0.12 (+0.44%)
Updated
Oct 17 closing price
Net Assets
23.74B
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HRMDX vs JVMCX

Header iconHRMDX vs JVMCX Comparison
Open Charts HRMDX vs JVMCXBanner chart's image
Heartland Mid Cap Value Investor
Price$13.64
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets511.05M
JHancock Disciplined Value Mid Cap C
Price$27.55
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets23.74B
HRMDX vs JVMCX Comparison Chart in %
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HRMDX vs. JVMCX commentary
Oct 18, 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 StrongBuy and JVMCX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.7B vs. HRMDX (511M). 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 : -6.86 vs. HRMDX (-8.61). JVMCX return over 5 years is better than : 40.26 vs. HRMDX (26.02).
HRMDXJVMCXHRMDX / JVMCX
Total Expense Ratio1.101.8559%
Annual Report Gross Expense Ratio1.181.8663%
Fund Existence11 years14 years-
Gain YTD0.9658.41911%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets511M23.7B2%
Annual Yield % from dividends0.780.00-
Returns for 1 year-8.61-6.86125%
Returns for 3 years12.2621.0758%
Returns for 5 years26.0240.2665%
Returns for 10 years50.9437.86135%
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