Interact to see
Advertisement
Advertisement
HAMVX vs JVMSX
HAMVX vs JVMSX Comparison
Open Charts HAMVX vs JVMSX
Harbor Mid Cap Value Instl
Price$27.03
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets351.55M
JHancock Disciplined Value Mid Cap R2
Price$28.83
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets22.34B
HAMVX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HAMVX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.3B vs. HAMVX (352M). HAMVX pays higher dividends than JVMSX: HAMVX (1.29) vs JVMSX (0.42). 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: 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 : 7.79 vs. JVMSX (2.01). HAMVX return over 5 years is better than : 80.65 vs. JVMSX (58.69).
| 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 | 6.975 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 22.3B | 2% |
| Annual Yield % from dividends | 1.29 | 0.42 | 308% |
| Returns for 1 year | 7.79 | 2.01 | 388% |
| Returns for 3 years | 22.10 | 21.38 | 103% |
| Returns for 5 years | 80.65 | 58.69 | 137% |
| Returns for 10 years | 36.23 | 42.29 | 86% |
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 % |
| OOTO | 17.77 | 0.37 | +2.10% |
| Direxion Daily Travel & Vctn Bll 2X ETF | |||
| VSDA | 52.92 | 0.30 | +0.57% |
| VictoryShares Dividend Accelerator ETF | |||
| FXC | 71.92 | 0.25 | +0.35% |
| Invesco CurrencyShares® Canadian Dollar | |||
| LDUR | 95.42 | 0.01 | +0.01% |
| PIMCO Enhanced Low Duration Active ETF | |||
| BND | 73.26 | -0.08 | -0.11% |
| Vanguard Total Bond Market ETF | |||