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HAMVX vs JVMRX
HAMVX vs JVMRX Comparison
Open Charts HAMVX vs JVMRX
Harbor Mid Cap Value Instl
Price$28.52
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets373.75M
JHancock Disciplined Value Mid Cap R6
Price$30.17
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets24.35B
HAMVX vs JVMRX Comparison Chart in %
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HAMVX vs. JVMRX commentary
Sep 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. HAMVX (374M). HAMVX pays higher dividends than JVMRX: HAMVX (1.20) vs JVMRX (0.84). 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 : 6.74 vs. JVMRX (1.40). HAMVX return over 5 years is better than : 72.90 vs. JVMRX (54.80).
| 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 | 11.029 | 12.249 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 24.3B | 2% |
| Annual Yield % from dividends | 1.20 | 0.84 | 142% |
| Returns for 1 year | 6.74 | 1.40 | 480% |
| Returns for 3 years | 27.25 | 25.92 | 105% |
| Returns for 5 years | 72.90 | 54.80 | 133% |
| Returns for 10 years | 55.94 | 61.11 | 92% |
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