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HAMVX vs JVMAX
HAMVX vs JVMAX Comparison
Open Charts HAMVX vs JVMAX
Harbor Mid Cap Value Instl
Price$23.17
Change-$0.23 (-0.98%)
VolumeN/A
Net Assets306.8M
JHancock Disciplined Value Mid Cap A
Price$23.24
Change-$0.27 (-1.15%)
VolumeN/A
Net Assets19.66B
HAMVX vs JVMAX Comparison Chart
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HAMVX vs. JVMAX commentary
Apr 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.7B vs. HAMVX (307M). HAMVX pays higher dividends than JVMAX: HAMVX (1.35) vs JVMAX (0.61). HAMVX was incepted earlier than JVMAX: HAMVX (23 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than HAMVX (0.91). 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 : -6.32 vs. JVMAX (-11.24). HAMVX return over 5 years is better than : 75.01 vs. JVMAX (47.12).
| HAMVX | JVMAX | HAMVX / JVMAX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 0.91 | 1.13 | 81% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -9.126 | -7.514 | 121% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 19.7B | 2% |
| Annual Yield % from dividends | 1.35 | 0.61 | 219% |
| Returns for 1 year | -6.32 | -11.24 | 56% |
| Returns for 3 years | -4.14 | -8.00 | 52% |
| Returns for 5 years | 75.01 | 47.12 | 159% |
| Returns for 10 years | 17.21 | 20.65 | 83% |
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