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HAMVX vs JVMSX
HAMVX vs JVMSX Comparison
Open Charts HAMVX vs JVMSX
Harbor Mid Cap Value Instl
Price$28.52
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets373.75M
JHancock Disciplined Value Mid Cap R2
Price$29.91
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets24.35B
HAMVX vs JVMSX Comparison Chart in %
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HAMVX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. HAMVX (374M). HAMVX pays higher dividends than JVMSX: HAMVX (1.20) vs JVMSX (0.40). HAMVX was incepted earlier than JVMSX: HAMVX (24 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than HAMVX (0.90). JVMSX is a more actively managed with annual turnover of: 49.00 vs. HAMVX (22.00). JVMSX has a lower initial minimum investment than HAMVX: JVMSX (0) vs HAMVX (50000). HAMVX annual gain was more profitable for investors over the last year : 6.74 vs. JVMSX (0.85). HAMVX return over 5 years is better than : 72.90 vs. JVMSX (52.20).
| HAMVX | JVMSX | HAMVX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.90 | 1.25 | 72% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 11.029 | 11.861 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 24.3B | 2% |
| Annual Yield % from dividends | 1.20 | 0.40 | 298% |
| Returns for 1 year | 6.74 | 0.85 | 795% |
| Returns for 3 years | 27.25 | 24.57 | 111% |
| Returns for 5 years | 72.90 | 52.20 | 140% |
| Returns for 10 years | 55.94 | 56.05 | 100% |
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