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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+$0.19 (+0.71%)
VolumeN/A
Net Assets351.55M
JHancock Disciplined Value Mid Cap R4
Price$28.98
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets22.34B
HAMVX vs JVMTX Comparison Chart in %
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HAMVX vs. JVMTX commentary
Jul 04, 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: 22.3B vs. HAMVX (352M). HAMVX pays higher dividends than JVMTX: HAMVX (1.29) vs JVMTX (0.65). 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: 49.00 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 : 7.79 vs. JVMTX (2.32). HAMVX return over 5 years is better than : 80.65 vs. JVMTX (60.13).
| 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 | 7.135 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 22.3B | 2% |
| Annual Yield % from dividends | 1.29 | 0.65 | 198% |
| Returns for 1 year | 7.79 | 2.32 | 336% |
| Returns for 3 years | 22.10 | 22.07 | 100% |
| Returns for 5 years | 80.65 | 60.13 | 134% |
| Returns for 10 years | 36.23 | 44.67 | 81% |
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