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HAMVX vs JVMSX
HAMVX vs JVMSX Comparison
Open Charts HAMVX vs JVMSX
Harbor Mid Cap Value Instl
Price$28.55
Change+$0.21 (+0.74%)
VolumeN/A
Net Assets364.19M
JHancock Disciplined Value Mid Cap R2
Price$29.84
Change+$0.19 (+0.64%)
VolumeN/A
Net Assets24.12B
HAMVX vs JVMSX Comparison Chart in %
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HAMVX vs. JVMSX commentary
Oct 22, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.1B vs. HAMVX (364M). HAMVX pays higher dividends than JVMSX: HAMVX (1.18) 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 : 3.99 vs. JVMSX (-3.34). HAMVX return over 5 years is better than : 67.04 vs. JVMSX (46.08).
| 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 | 10.874 | 10.593 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 24.1B | 2% |
| Annual Yield % from dividends | 1.18 | 0.40 | 298% |
| Returns for 1 year | 3.99 | -3.34 | -119% |
| Returns for 3 years | 29.03 | 25.80 | 113% |
| Returns for 5 years | 67.04 | 46.08 | 145% |
| Returns for 10 years | 49.83 | 48.25 | 103% |
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