HAMVX
Price
$24.73
Change
-$0.00 (-0.00%)
Updated
Feb 26, 6:59 PM EST
JVMSX
Price
$28.13
Change
-$0.00 (-0.00%)
Updated
Feb 26, 6:59 PM EST
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Compare trend and price HAMVX vs JVMSX

Header iconHAMVX vs JVMSX Comparison
Open Charts HAMVX vs JVMSXBanner chart's image
Harbor Mid Cap Value Instl
Price$24.73
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$28.13
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HAMVX vs JVMSX Comparison Chart

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VS
HAMVX vs. JVMSX commentary
Feb 28, 2024

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 Hold.

FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.3B vs. HAMVX (279M). HAMVX pays higher dividends than JVMSX: HAMVX (1.55) vs JVMSX (0.58). HAMVX was incepted earlier than JVMSX: HAMVX (22 years) vs JVMSX (12 years). JVMSX (1.26) is less costly to investors than HAMVX (0.89). JVMSX is a more actively managed with annual turnover of: 41.00 vs. HAMVX (10.00). JVMSX has a lower initial minimum investment than HAMVX: JVMSX (0) vs HAMVX (50000). JVMSX annual gain was more profitable for investors over the last year : 10.08 vs. HAMVX (5.57). JVMSX return over 5 years is better than : 42.34 vs. HAMVX (28.39).
HAMVXJVMSXHAMVX / JVMSX
Total Expense Ratio0.851.2568%
Annual Report Gross Expense Ratio0.891.2671%
Fund Existence22 years12 years-
Gain YTD1.7283.22953%
Front LoadN/AN/A-
Min. Initial Investment500000-
Min. Initial Investment IRAN/AN/A-
Net Assets279M22.3B1%
Annual Yield % from dividends1.550.58270%
Returns for 1 year5.5710.0855%
Returns for 3 years16.1714.13114%
Returns for 5 years28.3942.3467%
Returns for 10 years41.6356.2074%
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