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HAMVX vs JVMRX
HAMVX vs JVMRX Comparison
Open Charts HAMVX vs JVMRX
Harbor Mid Cap Value Instl
Price$29.41
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets380.07M
JHancock Disciplined Value Mid Cap R6
Price$30.25
Change+$0.14 (+0.46%)
VolumeN/A
Net Assets24.42B
HAMVX vs JVMRX Comparison Chart in %
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HAMVX vs. JVMRX commentary
Nov 29, 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 Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. HAMVX (380M). HAMVX pays higher dividends than JVMRX: HAMVX (1.19) vs JVMRX (0.85). HAMVX was incepted earlier than JVMRX: HAMVX (24 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 : 1.47 vs. JVMRX (-6.02). HAMVX return over 5 years is better than : 53.08 vs. JVMRX (34.45).
| HAMVX | JVMRX | HAMVX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 0.90 | 0.75 | 120% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 14.214 | 12.287 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 24.4B | 2% |
| Annual Yield % from dividends | 1.19 | 0.85 | 140% |
| Returns for 1 year | 1.47 | -6.02 | -24% |
| Returns for 3 years | 18.64 | 15.45 | 121% |
| Returns for 5 years | 53.08 | 34.45 | 154% |
| Returns for 10 years | 53.89 | 51.28 | 105% |
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