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HIMVX vs JVMAX
HIMVX vs JVMAX Comparison
Open Charts HIMVX vs JVMAX
Harbor Mid Cap Value Investor
Price$25.49
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets339.62M
JHancock Disciplined Value Mid Cap A
Price$25.69
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets21.3B
HIMVX vs JVMAX Comparison Chart
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HIMVX vs. JVMAX commentary
May 23, 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 HIMVX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.3B vs. HIMVX (340M). HIMVX pays higher dividends than JVMAX: HIMVX (1.00) vs JVMAX (0.63). HIMVX was incepted earlier than JVMAX: HIMVX (23 years) vs JVMAX (28 years). HIMVX (1.25) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. HIMVX (22.00). JVMAX has a lower initial minimum investment than HIMVX: JVMAX (1000) vs HIMVX (2500). HIMVX annual gain was more profitable for investors over the last year : -0.91 vs. JVMAX (-6.68). HIMVX return over 5 years is better than : 79.74 vs. JVMAX (55.24).
| HIMVX | JVMAX | HIMVX / JVMAX | |
| Total Expense Ratio | 1.20 | 1.12 | 107% |
| Annual Report Gross Expense Ratio | 1.25 | 1.13 | 111% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -1.162 | 1.141 | -102% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 21.3B | 2% |
| Annual Yield % from dividends | 1.00 | 0.63 | 158% |
| Returns for 1 year | -0.91 | -6.68 | 14% |
| Returns for 3 years | 7.89 | 7.28 | 108% |
| Returns for 5 years | 79.74 | 55.24 | 144% |
| Returns for 10 years | 24.60 | 28.74 | 86% |
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