Interact to see
Advertisement
Advertisement
HRMDX vs JVMIX
HRMDX vs JVMIX Comparison
Open Charts HRMDX vs JVMIX
Heartland Mid Cap Value Investor
Price$13.03
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets476.61M
JHancock Disciplined Value Mid Cap I
Price$29.06
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.44B
HRMDX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HRMDX vs. JVMIX commentary
Nov 20, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. HRMDX (477M). HRMDX pays higher dividends than JVMIX: HRMDX (0.80) vs JVMIX (0.75). HRMDX was incepted earlier than JVMIX: HRMDX (11 years) vs JVMIX (28 years). HRMDX (1.18) is less costly to investors than JVMIX (0.86). HRMDX is a more actively managed with annual turnover of: 62.00 vs. JVMIX (49.00). HRMDX has a lower initial minimum investment than JVMIX: HRMDX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -7.00 vs. HRMDX (-12.83). JVMIX return over 5 years is better than : 31.58 vs. HRMDX (8.84).
| HRMDX | JVMIX | HRMDX / JVMIX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.18 | 0.86 | 137% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | -3.638 | 7.607 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 23.4B | 2% |
| Annual Yield % from dividends | 0.80 | 0.75 | 106% |
| Returns for 1 year | -12.83 | -7.00 | 183% |
| Returns for 3 years | -0.36 | 12.51 | -3% |
| Returns for 5 years | 8.84 | 31.58 | 28% |
| Returns for 10 years | 41.27 | 44.83 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers