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HAMVX vs JVMRX
HAMVX vs JVMRX Comparison
Open Charts HAMVX vs JVMRX
Harbor Mid Cap Value Instl
Price$27.03
Change-$0.86 (-3.08%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.04
Change-$0.95 (-3.07%)
VolumeN/A
CapitalizationN/A
HAMVX vs JVMRX Comparison Chart
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HAMVX vs. JVMRX commentary
Dec 19, 2024
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: 23.4B vs. HAMVX (400M). HAMVX pays higher dividends than JVMRX: HAMVX (1.40) vs JVMRX (0.93). HAMVX was incepted earlier than JVMRX: HAMVX (23 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. HAMVX (10.00). HAMVX has a lower initial minimum investment than JVMRX: HAMVX (50000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 11.22 vs. HAMVX (9.78). JVMRX return over 5 years is better than : 42.46 vs. HAMVX (34.73).
| HAMVX | JVMRX | HAMVX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 14.726 | 13.268 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 23.4B | 2% |
| Annual Yield % from dividends | 1.40 | 0.93 | 150% |
| Returns for 1 year | 9.78 | 11.22 | 87% |
| Returns for 3 years | 14.70 | 18.01 | 82% |
| Returns for 5 years | 34.73 | 42.46 | 82% |
| Returns for 10 years | 42.48 | 61.86 | 69% |
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