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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-$0.86 (-3.08%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
HAMVX vs JVMAX Comparison Chart
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HAMVX vs. JVMAX commentary
Dec 19, 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 HAMVX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. HAMVX (400M). HAMVX pays higher dividends than JVMAX: HAMVX (1.40) vs JVMAX (0.67). HAMVX was incepted earlier than JVMAX: HAMVX (23 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. HAMVX (10.00). JVMAX has a lower initial minimum investment than HAMVX: JVMAX (1000) vs HAMVX (50000). JVMAX annual gain was more profitable for investors over the last year : 10.66 vs. HAMVX (9.78). JVMAX return over 5 years is better than : 39.81 vs. HAMVX (34.73).
| HAMVX | JVMAX | HAMVX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 14.726 | 12.851 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 23.4B | 2% |
| Annual Yield % from dividends | 1.40 | 0.67 | 209% |
| Returns for 1 year | 9.78 | 10.66 | 92% |
| Returns for 3 years | 14.70 | 16.69 | 88% |
| Returns for 5 years | 34.73 | 39.81 | 87% |
| Returns for 10 years | 42.48 | 55.64 | 76% |
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