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HAMVX vs JVMAX
HAMVX vs JVMAX Comparison
Open Charts HAMVX vs JVMAX
Harbor Mid Cap Value Instl
Price$25.91
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets346.1M
JHancock Disciplined Value Mid Cap A
Price$26.33
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets21.66B
HAMVX vs JVMAX Comparison Chart
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HAMVX vs. JVMAX commentary
Jun 13, 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: 21.7B vs. HAMVX (346M). HAMVX pays higher dividends than JVMAX: HAMVX (1.32) vs JVMAX (0.60). 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 : 2.88 vs. JVMAX (-3.30). HAMVX return over 5 years is better than : 69.66 vs. JVMAX (50.17).
| 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 | 0.544 | 3.186 | 17% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 21.7B | 2% |
| Annual Yield % from dividends | 1.32 | 0.60 | 223% |
| Returns for 1 year | 2.88 | -3.30 | -87% |
| Returns for 3 years | 15.83 | 15.69 | 101% |
| Returns for 5 years | 69.66 | 50.17 | 139% |
| Returns for 10 years | 30.73 | 33.28 | 92% |
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