HRMDX
Price
$13.49
Change
-$0.15 (-1.10%)
Updated
Sep 25 closing price
Net Assets
525.04M
JVMCX
Price
$27.78
Change
-$0.23 (-0.82%)
Updated
Sep 25 closing price
Net Assets
24.2B
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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$13.49
Change-$0.15 (-1.10%)
VolumeN/A
Net Assets525.04M
JHancock Disciplined Value Mid Cap C
Price$27.78
Change-$0.23 (-0.82%)
VolumeN/A
Net Assets24.2B
HRMDX vs JVMCX Comparison Chart in %
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HRMDX vs. JVMCX commentary
Sep 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 Hold.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.2B vs. HRMDX (525M). 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 : -1.82 vs. HRMDX (-7.72). JVMCX return over 5 years is better than : 54.43 vs. HRMDX (37.36).
HRMDXJVMCXHRMDX / JVMCX
Total Expense Ratio1.101.8559%
Annual Report Gross Expense Ratio1.181.8663%
Fund Existence11 years14 years-
Gain YTD1.26210.71112%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets525M24.2B2%
Annual Yield % from dividends0.780.00-
Returns for 1 year-7.72-1.82424%
Returns for 3 years19.1430.4263%
Returns for 5 years37.3654.4369%
Returns for 10 years63.4351.02124%
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