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HAMVX vs JVMCX
HAMVX vs JVMCX Comparison
Open Charts HAMVX vs JVMCX
Harbor Mid Cap Value Instl
Price$26.29
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets345.77M
JHancock Disciplined Value Mid Cap C
Price$26.57
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets22B
HAMVX vs JVMCX Comparison Chart in %
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HAMVX vs. JVMCX commentary
Jun 30, 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22B vs. HAMVX (346M). HAMVX pays higher dividends than JVMCX: HAMVX (1.32) vs JVMCX (0.00). HAMVX was incepted earlier than JVMCX: HAMVX (23 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than HAMVX (0.90). JVMCX is a more actively managed with annual turnover of: 49.00 vs. HAMVX (22.00). JVMCX has a lower initial minimum investment than HAMVX: JVMCX (1000) vs HAMVX (50000). HAMVX annual gain was more profitable for investors over the last year : 5.50 vs. JVMCX (-0.90). HAMVX return over 5 years is better than : 82.12 vs. JVMCX (56.59).
| HAMVX | JVMCX | HAMVX / JVMCX | |
| Total Expense Ratio | 0.85 | 1.87 | 45% |
| Annual Report Gross Expense Ratio | 0.90 | 1.88 | 48% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 2.097 | 5.020 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 22B | 2% |
| Annual Yield % from dividends | 1.32 | 0.00 | - |
| Returns for 1 year | 5.50 | -0.90 | -615% |
| Returns for 3 years | 18.29 | 16.25 | 113% |
| Returns for 5 years | 82.12 | 56.59 | 145% |
| Returns for 10 years | 34.21 | 32.41 | 106% |
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