HRMDX
Price
$13.64
Change
+$0.04 (+0.29%)
Updated
Oct 17 closing price
Net Assets
511.05M
JVMIX
Price
$29.58
Change
+$0.13 (+0.44%)
Updated
Oct 17 closing price
Net Assets
23.74B
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HRMDX vs JVMIX

Header iconHRMDX vs JVMIX Comparison
Open Charts HRMDX vs JVMIXBanner 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 I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
HRMDX vs JVMIX Comparison Chart in %
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HRMDX vs. JVMIX 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 JVMIX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. HRMDX (511M). HRMDX pays higher dividends than JVMIX: HRMDX (0.78) vs JVMIX (0.74). 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 : -5.28 vs. HRMDX (-8.61). JVMIX return over 5 years is better than : 46.84 vs. HRMDX (26.02).
HRMDXJVMIXHRMDX / JVMIX
Total Expense Ratio1.100.85129%
Annual Report Gross Expense Ratio1.180.86137%
Fund Existence11 years28 years-
Gain YTD0.9659.27610%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets511M23.7B2%
Annual Yield % from dividends0.780.74105%
Returns for 1 year-8.61-5.28163%
Returns for 3 years12.2624.8249%
Returns for 5 years26.0246.8456%
Returns for 10 years50.9450.82100%
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