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HAMVX vs JVMAX
HAMVX vs JVMAX Comparison
Open Charts HAMVX vs JVMAX
Harbor Mid Cap Value Instl
Price$27.03
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets351.55M
JHancock Disciplined Value Mid Cap A
Price$27.35
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets22.34B
HAMVX vs JVMAX Comparison Chart in %
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HAMVX vs. JVMAX commentary
Jul 04, 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 HAMVX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.3B vs. HAMVX (352M). HAMVX pays higher dividends than JVMAX: HAMVX (1.29) vs JVMAX (0.58). HAMVX was incepted earlier than JVMAX: HAMVX (23 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than HAMVX (0.90). JVMAX is a more actively managed with annual turnover of: 49.00 vs. HAMVX (22.00). JVMAX has a lower initial minimum investment than HAMVX: JVMAX (1000) vs HAMVX (50000). HAMVX annual gain was more profitable for investors over the last year : 7.79 vs. JVMAX (1.58). HAMVX return over 5 years is better than : 80.65 vs. JVMAX (57.47).
| HAMVX | JVMAX | HAMVX / JVMAX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 0.90 | 1.13 | 80% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 4.233 | 7.042 | 60% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 22.3B | 2% |
| Annual Yield % from dividends | 1.29 | 0.58 | 224% |
| Returns for 1 year | 7.79 | 1.58 | 493% |
| Returns for 3 years | 22.10 | 20.58 | 107% |
| Returns for 5 years | 80.65 | 57.47 | 140% |
| Returns for 10 years | 36.23 | 40.40 | 90% |
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