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HAMVX vs JVMTX
HAMVX vs JVMTX Comparison
Open Charts HAMVX vs JVMTX
Harbor Mid Cap Value Instl
Price$27.03
Change-$0.86 (-3.08%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
HAMVX vs JVMTX Comparison Chart
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HAMVX vs. JVMTX commentary
Dec 19, 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. HAMVX (400M). HAMVX pays higher dividends than JVMTX: HAMVX (1.40) vs JVMTX (0.73). HAMVX was incepted earlier than JVMTX: HAMVX (23 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. HAMVX (10.00). JVMTX has a lower initial minimum investment than HAMVX: JVMTX (0) vs HAMVX (50000). JVMTX annual gain was more profitable for investors over the last year : 11.00 vs. HAMVX (9.78). JVMTX return over 5 years is better than : 41.32 vs. HAMVX (34.73).
| HAMVX | JVMTX | HAMVX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 14.726 | 13.021 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 23.4B | 2% |
| Annual Yield % from dividends | 1.40 | 0.73 | 192% |
| Returns for 1 year | 9.78 | 11.00 | 89% |
| Returns for 3 years | 14.70 | 17.45 | 84% |
| Returns for 5 years | 34.73 | 41.32 | 84% |
| Returns for 10 years | 42.48 | 59.48 | 71% |
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