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HAMVX vs JVMRX
HAMVX vs JVMRX Comparison
Open Charts HAMVX vs JVMRX
Harbor Mid Cap Value Instl
Price$28.42
Change+$0.74 (+2.67%)
VolumeN/A
Net Assets369.42M
JHancock Disciplined Value Mid Cap R6
Price$30.05
Change+$0.68 (+2.32%)
VolumeN/A
Net Assets24.15B
HAMVX vs JVMRX Comparison Chart in %
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HAMVX vs. JVMRX commentary
Aug 24, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. HAMVX (369M). HAMVX pays higher dividends than JVMRX: HAMVX (1.27) vs JVMRX (0.86). HAMVX was incepted earlier than JVMRX: HAMVX (23 years) vs JVMRX (14 years). HAMVX (0.90) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. HAMVX (22.00). HAMVX has a lower initial minimum investment than JVMRX: HAMVX (50000) vs JVMRX (1000000). HAMVX annual gain was more profitable for investors over the last year : 7.61 vs. JVMRX (1.99). HAMVX return over 5 years is better than : 77.75 vs. JVMRX (57.76).
| HAMVX | JVMRX | HAMVX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 0.90 | 0.75 | 120% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 10.369 | 11.544 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 24.2B | 2% |
| Annual Yield % from dividends | 1.27 | 0.86 | 148% |
| Returns for 1 year | 7.61 | 1.99 | 383% |
| Returns for 3 years | 19.03 | 18.91 | 101% |
| Returns for 5 years | 77.75 | 57.76 | 135% |
| Returns for 10 years | 60.25 | 67.30 | 90% |
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