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HRMDX vs JVMIX
HRMDX vs JVMIX Comparison
Open Charts HRMDX vs JVMIX
Heartland Mid Cap Value Investor
Price$15.00
Change-$0.09 (-0.60%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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HRMDX vs JVMIX Comparison Chart
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HRMDX vs. JVMIX commentary
Sep 21, 2024
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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. HRMDX (664M). JVMIX pays higher dividends than HRMDX: JVMIX (0.84) vs HRMDX (0.64). HRMDX was incepted earlier than JVMIX: HRMDX (10 years) vs JVMIX (27 years). HRMDX is a more actively managed with annual turnover of: 84.00 vs. JVMIX (41.00). 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 : 19.46 vs. HRMDX (15.01). JVMIX return over 5 years is better than : 44.34 vs. HRMDX (32.44).
| HRMDX | JVMIX | HRMDX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 8.932 | 11.144 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 23.4B | 3% |
| Annual Yield % from dividends | 0.64 | 0.84 | 76% |
| Returns for 1 year | 15.01 | 19.46 | 77% |
| Returns for 3 years | -1.66 | 13.73 | -12% |
| Returns for 5 years | 32.44 | 44.34 | 73% |
| Returns for 10 years | N/A | 64.87 | - |