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HAMVX vs JVMRX
HAMVX vs JVMRX Comparison
Open Charts HAMVX vs JVMRX
Harbor Mid Cap Value Instl
Price$27.01
Change+$0.28 (+1.05%)
VolumeN/A
Net Assets362.34M
JHancock Disciplined Value Mid Cap R6
Price$28.19
Change+$0.26 (+0.93%)
VolumeN/A
Net Assets23.09B
HAMVX vs JVMRX Comparison Chart
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HAMVX vs. JVMRX commentary
Jan 31, 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: 23.1B vs. HAMVX (362M). 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). HAMVX annual gain was more profitable for investors over the last year : 12.57 vs. JVMRX (4.64). HAMVX return over 5 years is better than : 37.28 vs. JVMRX (31.79).
| 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 | 3.806 | 3.675 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 362M | 23.1B | 2% |
| Annual Yield % from dividends | 1.40 | 0.93 | 150% |
| Returns for 1 year | 12.57 | 4.64 | 271% |
| Returns for 3 years | 8.85 | 4.90 | 180% |
| Returns for 5 years | 37.28 | 31.79 | 117% |
| Returns for 10 years | 39.66 | 48.05 | 83% |
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