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HAMVX vs JVMTX
HAMVX vs JVMTX Comparison
Open Charts HAMVX vs JVMTX
Harbor Mid Cap Value Instl
Price$23.17
Change-$0.23 (-0.98%)
VolumeN/A
Net Assets306.8M
JHancock Disciplined Value Mid Cap R4
Price$24.62
Change-$0.28 (-1.12%)
VolumeN/A
Net Assets19.66B
HAMVX vs JVMTX Comparison Chart
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HAMVX vs. JVMTX commentary
Apr 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.7B vs. HAMVX (307M). HAMVX pays higher dividends than JVMTX: HAMVX (1.35) vs JVMTX (0.69). HAMVX was incepted earlier than JVMTX: HAMVX (23 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than HAMVX (0.91). 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 : -6.32 vs. JVMTX (-10.62). HAMVX return over 5 years is better than : 75.01 vs. JVMTX (49.55).
| HAMVX | JVMTX | HAMVX / JVMTX | |
| Total Expense Ratio | 0.85 | 1.00 | 85% |
| Annual Report Gross Expense Ratio | 0.91 | 1.11 | 82% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -9.126 | -7.469 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 19.7B | 2% |
| Annual Yield % from dividends | 1.35 | 0.69 | 194% |
| Returns for 1 year | -6.32 | -10.62 | 60% |
| Returns for 3 years | -4.14 | -6.85 | 60% |
| Returns for 5 years | 75.01 | 49.55 | 151% |
| Returns for 10 years | 17.21 | 24.29 | 71% |
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