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HIMVX vs JVMAX
HIMVX vs JVMAX Comparison
Open Charts HIMVX vs JVMAX
Harbor Mid Cap Value Investor
Price$27.20
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets356.68M
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
HIMVX vs JVMAX Comparison Chart in %
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HIMVX vs. JVMAX commentary
Jul 29, 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 StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. HIMVX (357M). HIMVX pays higher dividends than JVMAX: HIMVX (0.92) vs JVMAX (0.58). 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: 49.00 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 : 2.92 vs. JVMAX (0.36). HIMVX return over 5 years is better than : 73.34 vs. JVMAX (54.69).
| 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 | 5.345 | 9.166 | 58% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 23.1B | 2% |
| Annual Yield % from dividends | 0.92 | 0.58 | 160% |
| Returns for 1 year | 2.92 | 0.36 | 816% |
| Returns for 3 years | 19.75 | 19.68 | 100% |
| Returns for 5 years | 73.34 | 54.69 | 134% |
| Returns for 10 years | 38.59 | 44.49 | 87% |
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