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HAMVX vs JVMTX
HAMVX vs JVMTX Comparison
Open Charts HAMVX vs JVMTX
Harbor Mid Cap Value Instl
Price$28.27
Change-$0.15 (-0.53%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
HAMVX vs JVMTX Comparison Chart
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HAMVX vs. JVMTX commentary
Nov 18, 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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. HAMVX (392M). 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). HAMVX (21.70) and JVMTX (21.44) have marching annual gain over last year. JVMTX return over 5 years is better than : 44.38 vs. HAMVX (37.56).
| 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 | 16.290 | 14.484 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 23.8B | 2% |
| Annual Yield % from dividends | 1.40 | 0.73 | 192% |
| Returns for 1 year | 21.70 | 21.44 | 101% |
| Returns for 3 years | 10.94 | 7.23 | 151% |
| Returns for 5 years | 37.56 | 44.38 | 85% |
| Returns for 10 years | 44.15 | 60.91 | 72% |
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