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HAMVX vs JVMRX
HAMVX vs JVMRX Comparison
Open Charts HAMVX vs JVMRX
Harbor Mid Cap Value Instl
Price$26.28
Change-$0.32 (-1.20%)
VolumeN/A
Net Assets356.68M
JHancock Disciplined Value Mid Cap R6
Price$28.79
Change-$0.30 (-1.03%)
VolumeN/A
Net Assets23B
HAMVX vs JVMRX Comparison Chart in %
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HAMVX vs. JVMRX commentary
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23B vs. HAMVX (357M). 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 (0.76). 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 : 0.53 vs. JVMRX (-0.77). HAMVX return over 5 years is better than : 71.51 vs. JVMRX (56.16).
| 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 | 3.301 | 7.981 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 23B | 2% |
| Annual Yield % from dividends | 1.27 | 0.86 | 148% |
| Returns for 1 year | 0.53 | -0.77 | -69% |
| Returns for 3 years | 14.53 | 17.02 | 85% |
| Returns for 5 years | 71.51 | 56.16 | 127% |
| Returns for 10 years | 36.51 | 47.44 | 77% |
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