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HAMVX vs JVMTX
HAMVX vs JVMTX Comparison
Open Charts HAMVX vs JVMTX
Harbor Mid Cap Value Instl
Price$25.02
Change+$0.36 (+1.46%)
VolumeN/A
Net Assets328.55M
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
HAMVX vs JVMTX Comparison Chart
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HAMVX vs. JVMTX commentary
May 09, 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: 20.6B vs. HAMVX (329M). HAMVX pays higher dividends than JVMTX: HAMVX (1.39) vs JVMTX (0.71). 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 : -3.60 vs. JVMTX (-8.15). HAMVX return over 5 years is better than : 76.10 vs. JVMTX (52.25).
| 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 | -4.233 | -2.304 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 20.6B | 2% |
| Annual Yield % from dividends | 1.39 | 0.71 | 196% |
| Returns for 1 year | -3.60 | -8.15 | 44% |
| Returns for 3 years | 4.47 | 5.30 | 84% |
| Returns for 5 years | 76.10 | 52.25 | 146% |
| Returns for 10 years | 23.58 | 29.98 | 79% |
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