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HAMVX vs JVMRX
HAMVX vs JVMRX Comparison
Open Charts HAMVX vs JVMRX
Harbor Mid Cap Value Instl
Price$25.03
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets333.53M
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
HAMVX vs JVMRX Comparison Chart
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HAMVX vs. JVMRX commentary
May 11, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. HAMVX (334M). HAMVX pays higher dividends than JVMRX: HAMVX (1.39) vs JVMRX (0.96). HAMVX was incepted earlier than JVMRX: HAMVX (23 years) vs JVMRX (14 years). HAMVX (0.90) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 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 : -3.05 vs. JVMRX (-7.52). HAMVX return over 5 years is better than : 78.74 vs. JVMRX (55.51).
| HAMVX | JVMRX | HAMVX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.90 | 0.76 | 118% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -2.796 | -0.965 | 290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 20.9B | 2% |
| Annual Yield % from dividends | 1.39 | 0.96 | 145% |
| Returns for 1 year | -3.05 | -7.52 | 41% |
| Returns for 3 years | 6.52 | 7.37 | 89% |
| Returns for 5 years | 78.74 | 55.51 | 142% |
| Returns for 10 years | 25.85 | 34.25 | 75% |
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