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HAMVX vs JVMAX
HAMVX vs JVMAX Comparison
Open Charts HAMVX vs JVMAX
Harbor Mid Cap Value Instl
Price$25.02
Change+$0.36 (+1.46%)
VolumeN/A
Net Assets328.55M
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
HAMVX vs JVMAX Comparison Chart
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HAMVX vs. JVMAX commentary
May 09, 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: 20.6B vs. HAMVX (329M). HAMVX pays higher dividends than JVMAX: HAMVX (1.39) vs JVMAX (0.63). 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: 47.00 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 : -3.60 vs. JVMAX (-8.80). HAMVX return over 5 years is better than : 76.10 vs. JVMAX (49.78).
| 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 | -2.360 | 179% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 20.6B | 2% |
| Annual Yield % from dividends | 1.39 | 0.63 | 221% |
| Returns for 1 year | -3.60 | -8.80 | 41% |
| Returns for 3 years | 4.47 | 4.03 | 111% |
| Returns for 5 years | 76.10 | 49.78 | 153% |
| Returns for 10 years | 23.58 | 26.12 | 90% |
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