HAMVX
Price
$27.33
Change
+$0.30 (+1.11%)
Updated
Jul 10 closing price
Net Assets
354.73M
JVMSX
Price
$29.13
Change
+$0.16 (+0.55%)
Updated
Jul 10 closing price
Net Assets
22.6B
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HAMVX vs JVMSX

Header iconHAMVX vs JVMSX Comparison
Open Charts HAMVX vs JVMSXBanner chart's image
Harbor Mid Cap Value Instl
Price$27.33
Change+$0.30 (+1.11%)
VolumeN/A
Net Assets354.73M
JHancock Disciplined Value Mid Cap R2
Price$29.13
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets22.6B
HAMVX vs JVMSX Comparison Chart in %
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HAMVX vs. JVMSX commentary
Jul 11, 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.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. HAMVX (355M). 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 : 9.14 vs. JVMSX (2.57). HAMVX return over 5 years is better than : 83.35 vs. JVMSX (62.70).
HAMVXJVMSXHAMVX / JVMSX
Total Expense Ratio0.851.2568%
Annual Report Gross Expense Ratio0.901.2671%
Fund Existence23 years13 years-
Gain YTD4.6998.05758%
Front LoadN/AN/A-
Min. Initial Investment500000-
Min. Initial Investment IRAN/AN/A-
Net Assets355M22.6B2%
Annual Yield % from dividends1.290.42308%
Returns for 1 year9.142.57356%
Returns for 3 years22.3823.4895%
Returns for 5 years83.3562.70133%
Returns for 10 years37.1042.8387%
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