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HAMVX vs JVMTX
HAMVX vs JVMTX Comparison
Open Charts HAMVX vs JVMTX
Harbor Mid Cap Value Instl
Price$25.47
Change+$0.27 (+1.07%)
VolumeN/A
Net Assets346.34M
JHancock Disciplined Value Mid Cap R4
Price$26.76
Change+$0.26 (+0.98%)
VolumeN/A
Net Assets21.27B
HAMVX vs JVMTX Comparison Chart
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HAMVX vs. JVMTX commentary
Mar 06, 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.3B vs. HAMVX (346M). HAMVX pays higher dividends than JVMTX: HAMVX (1.40) vs JVMTX (0.73). HAMVX was incepted earlier than JVMTX: HAMVX (23 years) vs JVMTX (12 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 annual gain was more profitable for investors over the last year : 2.49 vs. JVMTX (-7.00). HAMVX return over 5 years is better than : 53.76 vs. JVMTX (39.94).
| HAMVX | JVMTX | HAMVX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -1.087 | -1.524 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 21.3B | 2% |
| Annual Yield % from dividends | 1.40 | 0.73 | 192% |
| Returns for 1 year | 2.49 | -7.00 | -36% |
| Returns for 3 years | 3.88 | 0.25 | 1,570% |
| Returns for 5 years | 53.76 | 39.94 | 135% |
| Returns for 10 years | 30.02 | 33.89 | 89% |
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