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HAMVX vs JVMSX
HAMVX vs JVMSX Comparison
Open Charts HAMVX vs JVMSX
Harbor Mid Cap Value Instl
Price$25.02
Change+$0.36 (+1.46%)
VolumeN/A
Net Assets328.55M
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
HAMVX vs JVMSX Comparison Chart
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HAMVX vs. JVMSX commentary
May 09, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.6B vs. HAMVX (329M). HAMVX pays higher dividends than JVMSX: HAMVX (1.39) vs JVMSX (0.46). HAMVX was incepted earlier than JVMSX: HAMVX (23 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than HAMVX (0.90). JVMSX is a more actively managed with annual turnover of: 47.00 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 : -3.60 vs. JVMSX (-8.45). HAMVX return over 5 years is better than : 76.10 vs. JVMSX (50.94).
| HAMVX | JVMSX | HAMVX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.25 | 68% |
| Annual Report Gross Expense Ratio | 0.90 | 1.26 | 71% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -4.233 | -2.424 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 20.6B | 2% |
| Annual Yield % from dividends | 1.39 | 0.46 | 304% |
| Returns for 1 year | -3.60 | -8.45 | 43% |
| Returns for 3 years | 4.47 | 4.66 | 96% |
| Returns for 5 years | 76.10 | 50.94 | 149% |
| Returns for 10 years | 23.58 | 27.80 | 85% |
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