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HIMVX vs JVMRX
HIMVX vs JVMRX Comparison
Open Charts HIMVX vs JVMRX
Harbor Mid Cap Value Investor
Price$27.48
Change-$0.18 (-0.65%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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HIMVX vs JVMRX Comparison Chart
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HIMVX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. HIMVX (379M). HIMVX pays higher dividends than JVMRX: HIMVX (1.06) vs JVMRX (0.93). HIMVX was incepted earlier than JVMRX: HIMVX (22 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. HIMVX (10.00). HIMVX has a lower initial minimum investment than JVMRX: HIMVX (2500) vs JVMRX (1000000). HIMVX (20.11) and JVMRX (19.58) have marching annual gain over last year. JVMRX return over 5 years is better than : 44.82 vs. HIMVX (41.45).
| HIMVX | JVMRX | HIMVX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 13.547 | 11.221 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 23.4B | 2% |
| Annual Yield % from dividends | 1.06 | 0.93 | 114% |
| Returns for 1 year | 20.11 | 19.58 | 103% |
| Returns for 3 years | 18.41 | 13.96 | 132% |
| Returns for 5 years | 41.45 | 44.82 | 92% |
| Returns for 10 years | 45.67 | 65.88 | 69% |
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