Ad is loading...
HAMVX vs JVMRX
HAMVX vs JVMRX Comparison
Open Charts HAMVX vs JVMRX
Harbor Mid Cap Value Instl
Price$25.47
Change+$0.27 (+1.07%)
VolumeN/A
Net Assets346.34M
JHancock Disciplined Value Mid Cap R6
Price$26.79
Change+$0.25 (+0.94%)
VolumeN/A
Net Assets21.27B
HAMVX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HAMVX vs. JVMRX commentary
Mar 06, 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: 21.3B vs. HAMVX (346M). HAMVX pays higher dividends than JVMRX: HAMVX (1.40) vs JVMRX (0.93). HAMVX was incepted earlier than JVMRX: HAMVX (23 years) vs JVMRX (14 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). HAMVX annual gain was more profitable for investors over the last year : 2.49 vs. JVMRX (-6.73). HAMVX return over 5 years is better than : 53.76 vs. JVMRX (41.07).
| HAMVX | JVMRX | HAMVX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -1.087 | -1.485 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 21.3B | 2% |
| Annual Yield % from dividends | 1.40 | 0.93 | 150% |
| Returns for 1 year | 2.49 | -6.73 | -37% |
| Returns for 3 years | 3.88 | 0.80 | 488% |
| Returns for 5 years | 53.76 | 41.07 | 131% |
| Returns for 10 years | 30.02 | 36.02 | 83% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FCNAX | 43.02 | N/A | N/A |
| Fidelity Advisor Consumer Discret A | |||
| BGSRX | 61.86 | N/A | N/A |
| BlackRock Technology Opportunities R | |||
| CEISX | 13.03 | N/A | N/A |
| Manning & Napier Callodine Equity Inc S | |||
| PGWCX | 31.06 | N/A | N/A |
| Virtus Silvant Focused Growth C | |||
| LSVFX | 10.55 | N/A | N/A |
| LSV Global Managed Volatility Instl | |||