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HIMVX vs JVMAX
HIMVX vs JVMAX Comparison
Open Charts HIMVX vs JVMAX
Harbor Mid Cap Value Investor
Price$27.48
Change-$0.18 (-0.65%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
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HIMVX vs JVMAX Comparison Chart
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HIMVX vs. JVMAX commentary
Sep 21, 2024
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: 23.4B vs. HIMVX (379M). HIMVX pays higher dividends than JVMAX: HIMVX (1.06) vs JVMAX (0.67). HIMVX was incepted earlier than JVMAX: HIMVX (22 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. HIMVX (10.00). 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 : 20.11 vs. JVMAX (18.94). JVMAX (42.03) and HIMVX (41.45) have equivalent 5 years return.
| HIMVX | JVMAX | HIMVX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 13.547 | 10.889 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 23.4B | 2% |
| Annual Yield % from dividends | 1.06 | 0.67 | 159% |
| Returns for 1 year | 20.11 | 18.94 | 106% |
| Returns for 3 years | 18.41 | 12.35 | 149% |
| Returns for 5 years | 41.45 | 42.03 | 99% |
| Returns for 10 years | 45.67 | 59.30 | 77% |
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