Interact to see
Advertisement
Advertisement
HAMVX vs JVMRX
HAMVX vs JVMRX Comparison
Open Charts HAMVX vs JVMRX
Harbor Mid Cap Value Instl
Price$26.84
Change+$0.51 (+1.94%)
VolumeN/A
Net Assets345.95M
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change+$0.35 (+1.23%)
VolumeN/A
Net Assets22.34B
HAMVX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HAMVX vs. JVMRX commentary
Jul 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.3B vs. HAMVX (346M). HAMVX pays higher dividends than JVMRX: HAMVX (1.29) vs JVMRX (0.88). 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 : 5.91 vs. JVMRX (1.79). HAMVX return over 5 years is better than : 77.22 vs. JVMRX (59.47).
| 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 | 2.252 | 5.939 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 22.3B | 2% |
| Annual Yield % from dividends | 1.29 | 0.88 | 146% |
| Returns for 1 year | 5.91 | 1.79 | 330% |
| Returns for 3 years | 19.78 | 21.21 | 93% |
| Returns for 5 years | 77.22 | 59.47 | 130% |
| Returns for 10 years | 33.65 | 45.14 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BINV | 36.04 | 0.18 | +0.50% |
| Brandes International ETF | |||
| CPST | 26.05 | N/A | N/A |
| Calamos S&P 500 Str Alt Prt ETF-Sep | |||
| SUSB | 25.06 | -0.02 | -0.07% |
| iShares ESG 1-5 Year USD Corp Bd ETF | |||
| SPXN | 66.08 | -0.15 | -0.23% |
| ProShares S&P 500® ex-Financials | |||
| BETE | 63.82 | -2.12 | -3.21% |
| ProShares Bitcoin & Eth Eq Wgh ETF | |||