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HAMVX vs JVMRX
HAMVX vs JVMRX Comparison
Open Charts HAMVX vs JVMRX
Harbor Mid Cap Value Instl
Price$28.27
Change-$0.15 (-0.53%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.39
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
HAMVX vs JVMRX Comparison Chart
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HAMVX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. HAMVX (392M). HAMVX pays higher dividends than JVMRX: HAMVX (1.40) vs JVMRX (0.93). HAMVX was incepted earlier than JVMRX: HAMVX (23 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. HAMVX (10.00). HAMVX has a lower initial minimum investment than JVMRX: HAMVX (50000) vs JVMRX (1000000). JVMRX (21.74) and HAMVX (21.70) have marching annual gain over last year. JVMRX return over 5 years is better than : 45.54 vs. HAMVX (37.56).
| HAMVX | JVMRX | HAMVX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 16.290 | 14.730 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 23.8B | 2% |
| Annual Yield % from dividends | 1.40 | 0.93 | 150% |
| Returns for 1 year | 21.70 | 21.74 | 100% |
| Returns for 3 years | 10.94 | 7.78 | 141% |
| Returns for 5 years | 37.56 | 45.54 | 82% |
| Returns for 10 years | 44.15 | 63.39 | 70% |
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