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HAMVX vs JVMSX
HAMVX vs JVMSX Comparison
Open Charts HAMVX vs JVMSX
Harbor Mid Cap Value Instl
Price$26.88
Change+$0.20 (+0.75%)
VolumeN/A
Net Assets350.13M
JHancock Disciplined Value Mid Cap R2
Price$28.87
Change+$0.30 (+1.05%)
VolumeN/A
Net Assets22.33B
HAMVX vs JVMSX Comparison Chart in %
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HAMVX vs. JVMSX commentary
Jul 18, 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 (350M). 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 : 0.61 vs. JVMSX (-2.89). HAMVX return over 5 years is better than : 73.96 vs. JVMSX (53.14).
| 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 | 3.612 | 6.565 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 22.3B | 2% |
| Annual Yield % from dividends | 1.29 | 0.42 | 308% |
| Returns for 1 year | 0.61 | -2.89 | -21% |
| Returns for 3 years | 21.48 | 21.83 | 98% |
| Returns for 5 years | 73.96 | 53.14 | 139% |
| Returns for 10 years | 35.29 | 40.86 | 86% |
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