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HIMVX vs JVMRX
HIMVX vs JVMRX Comparison
Open Charts HIMVX vs JVMRX
Harbor Mid Cap Value Investor
Price$24.24
Change+$0.44 (+1.85%)
VolumeN/A
Net Assets310.96M
JHancock Disciplined Value Mid Cap R6
Price$25.65
Change+$0.44 (+1.75%)
VolumeN/A
Net Assets19.84B
HIMVX vs JVMRX Comparison Chart
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HIMVX vs. JVMRX commentary
Apr 25, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.8B vs. HIMVX (311M). HIMVX (0.97) and JVMRX (0.94) have matching dividends . HIMVX was incepted earlier than JVMRX: HIMVX (22 years) vs JVMRX (14 years). HIMVX (1.27) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. HIMVX (22.00). HIMVX has a lower initial minimum investment than JVMRX: HIMVX (2500) vs JVMRX (1000000). HIMVX annual gain was more profitable for investors over the last year : -7.34 vs. JVMRX (-10.81). HIMVX return over 5 years is better than : 79.91 vs. JVMRX (54.49).
| HIMVX | JVMRX | HIMVX / JVMRX | |
| Total Expense Ratio | 1.21 | 0.75 | 161% |
| Annual Report Gross Expense Ratio | 1.27 | 0.76 | 167% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -7.823 | -6.422 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 19.8B | 2% |
| Annual Yield % from dividends | 0.97 | 0.94 | 103% |
| Returns for 1 year | -7.34 | -10.81 | 68% |
| Returns for 3 years | -2.65 | -4.15 | 64% |
| Returns for 5 years | 79.91 | 54.49 | 147% |
| Returns for 10 years | 17.73 | 26.37 | 67% |
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