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HAMVX vs JVMTX
HAMVX vs JVMTX Comparison
Open Charts HAMVX vs JVMTX
Harbor Mid Cap Value Instl
Price$25.91
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets346.1M
JHancock Disciplined Value Mid Cap R4
Price$27.89
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets21.66B
HAMVX vs JVMTX Comparison Chart
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HAMVX vs. JVMTX commentary
Jun 13, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.7B vs. HAMVX (346M). HAMVX pays higher dividends than JVMTX: HAMVX (1.32) vs JVMTX (0.67). HAMVX was incepted earlier than JVMTX: HAMVX (23 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than HAMVX (0.90). JVMTX is a more actively managed with annual turnover of: 47.00 vs. HAMVX (22.00). JVMTX has a lower initial minimum investment than HAMVX: JVMTX (0) vs HAMVX (50000). HAMVX annual gain was more profitable for investors over the last year : 2.88 vs. JVMTX (-2.61). HAMVX return over 5 years is better than : 69.66 vs. JVMTX (52.69).
| HAMVX | JVMTX | HAMVX / JVMTX | |
| Total Expense Ratio | 0.85 | 1.00 | 85% |
| Annual Report Gross Expense Ratio | 0.90 | 1.11 | 81% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 0.544 | 3.270 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 21.7B | 2% |
| Annual Yield % from dividends | 1.32 | 0.67 | 198% |
| Returns for 1 year | 2.88 | -2.61 | -110% |
| Returns for 3 years | 15.83 | 17.08 | 93% |
| Returns for 5 years | 69.66 | 52.69 | 132% |
| Returns for 10 years | 30.73 | 37.39 | 82% |
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