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HAMVX vs JVMSX
HAMVX vs JVMSX Comparison
Open Charts HAMVX vs JVMSX
Harbor Mid Cap Value Instl
Price$25.91
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets346.1M
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets21.66B
HAMVX vs JVMSX Comparison Chart
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HAMVX vs. JVMSX commentary
Jun 13, 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: 21.7B vs. HAMVX (346M). HAMVX pays higher dividends than JVMSX: HAMVX (1.32) vs JVMSX (0.43). 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 : 2.88 vs. JVMSX (-2.89). HAMVX return over 5 years is better than : 69.66 vs. JVMSX (51.34).
| 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 | 0.544 | 3.133 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 21.7B | 2% |
| Annual Yield % from dividends | 1.32 | 0.43 | 306% |
| Returns for 1 year | 2.88 | -2.89 | -99% |
| Returns for 3 years | 15.83 | 16.43 | 96% |
| Returns for 5 years | 69.66 | 51.34 | 136% |
| Returns for 10 years | 30.73 | 35.08 | 88% |
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