Ad is loading...
HRMDX vs JVMSX
HRMDX vs JVMSX Comparison
Open Charts HRMDX vs JVMSX
Heartland Mid Cap Value Investor
Price$15.00
Change-$0.09 (-0.60%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$30.20
Change-$0.18 (-0.59%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
HRMDX vs JVMSX Comparison Chart
Loading...
HRMDX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. HRMDX (664M). HRMDX pays higher dividends than JVMSX: HRMDX (0.64) vs JVMSX (0.52). HRMDX was incepted earlier than JVMSX: HRMDX (10 years) vs JVMSX (13 years). HRMDX is a more actively managed with annual turnover of: 84.00 vs. JVMSX (41.00). JVMSX has a lower initial minimum investment than HRMDX: JVMSX (0) vs HRMDX (1000). JVMSX annual gain was more profitable for investors over the last year : 15.87 vs. HRMDX (13.07). JVMSX return over 5 years is better than : 41.20 vs. HRMDX (32.09).
| HRMDX | JVMSX | HRMDX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 8.642 | 9.835 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 23.4B | 3% |
| Annual Yield % from dividends | 0.64 | 0.52 | 123% |
| Returns for 1 year | 13.07 | 15.87 | 82% |
| Returns for 3 years | -3.47 | 9.84 | -35% |
| Returns for 5 years | 32.09 | 41.20 | 78% |
| Returns for 10 years | N/A | 56.40 | - |