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HAMVX vs JVMRX
HAMVX vs JVMRX Comparison
Open Charts HAMVX vs JVMRX
Harbor Mid Cap Value Instl
Price$23.17
Change-$0.23 (-0.98%)
VolumeN/A
Net Assets306.8M
JHancock Disciplined Value Mid Cap R6
Price$24.66
Change-$0.28 (-1.12%)
VolumeN/A
Net Assets19.66B
HAMVX vs JVMRX Comparison Chart
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HAMVX vs. JVMRX commentary
Apr 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.7B vs. HAMVX (307M). HAMVX pays higher dividends than JVMRX: HAMVX (1.35) vs JVMRX (0.94). HAMVX was incepted earlier than JVMRX: HAMVX (23 years) vs JVMRX (14 years). HAMVX (0.91) 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 : -6.32 vs. JVMRX (-10.38). HAMVX return over 5 years is better than : 75.01 vs. JVMRX (50.77).
| HAMVX | JVMRX | HAMVX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.91 | 0.76 | 120% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -9.126 | -7.424 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 19.7B | 2% |
| Annual Yield % from dividends | 1.35 | 0.94 | 143% |
| Returns for 1 year | -6.32 | -10.38 | 61% |
| Returns for 3 years | -4.14 | -6.40 | 65% |
| Returns for 5 years | 75.01 | 50.77 | 148% |
| Returns for 10 years | 17.21 | 26.22 | 66% |
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