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HAMVX vs JVMAX
HAMVX vs JVMAX Comparison
Open Charts HAMVX vs JVMAX
Harbor Mid Cap Value Instl
Price$28.27
Change-$0.15 (-0.53%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
HAMVX vs JVMAX Comparison Chart
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HAMVX vs. JVMAX commentary
Nov 18, 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 StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. HAMVX (392M). HAMVX pays higher dividends than JVMAX: HAMVX (1.40) vs JVMAX (0.67). HAMVX was incepted earlier than JVMAX: HAMVX (23 years) vs JVMAX (27 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). HAMVX (21.70) and JVMAX (21.07) have marching annual gain over last year. JVMAX return over 5 years is better than : 42.69 vs. HAMVX (37.56).
| HAMVX | JVMAX | HAMVX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 16.290 | 14.313 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 23.8B | 2% |
| Annual Yield % from dividends | 1.40 | 0.67 | 209% |
| Returns for 1 year | 21.70 | 21.07 | 103% |
| Returns for 3 years | 10.94 | 6.26 | 175% |
| Returns for 5 years | 37.56 | 42.69 | 88% |
| Returns for 10 years | 44.15 | 56.97 | 77% |