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HIMVX vs JVMAX
HIMVX vs JVMAX Comparison
Open Charts HIMVX vs JVMAX
Harbor Mid Cap Value Investor
Price$25.50
Change+$0.28 (+1.11%)
VolumeN/A
Net Assets330.89M
JHancock Disciplined Value Mid Cap A
Price$25.39
Change+$0.30 (+1.20%)
VolumeN/A
Net Assets21.11B
HIMVX vs JVMAX Comparison Chart
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HIMVX vs. JVMAX commentary
Apr 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 HIMVX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.1B vs. HIMVX (331M). HIMVX pays higher dividends than JVMAX: HIMVX (0.97) vs JVMAX (0.61). HIMVX was incepted earlier than JVMAX: HIMVX (22 years) vs JVMAX (28 years). HIMVX (1.27) 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 : -2.90 vs. JVMAX (-9.43). HIMVX return over 5 years is better than : 124.35 vs. JVMAX (84.10).
| HIMVX | JVMAX | HIMVX / JVMAX | |
| Total Expense Ratio | 1.21 | 1.12 | 108% |
| Annual Report Gross Expense Ratio | 1.27 | 1.13 | 112% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | -1.239 | -1.298 | 95% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 21.1B | 2% |
| Annual Yield % from dividends | 0.97 | 0.61 | 157% |
| Returns for 1 year | -2.90 | -9.43 | 31% |
| Returns for 3 years | 2.02 | -3.39 | -60% |
| Returns for 5 years | 124.35 | 84.10 | 148% |
| Returns for 10 years | 25.66 | 28.12 | 91% |
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