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HIMVX vs JVMRX
HIMVX vs JVMRX Comparison
Open Charts HIMVX vs JVMRX
Harbor Mid Cap Value Investor
Price$25.50
Change+$0.28 (+1.11%)
VolumeN/A
Net Assets330.89M
JHancock Disciplined Value Mid Cap R6
Price$26.93
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets21.11B
HIMVX vs JVMRX Comparison Chart
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HIMVX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.1B vs. HIMVX (331M). 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 : -2.90 vs. JVMRX (-8.55). HIMVX return over 5 years is better than : 124.35 vs. JVMRX (88.72).
| 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 | -1.239 | -1.188 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 21.1B | 2% |
| Annual Yield % from dividends | 0.97 | 0.94 | 103% |
| Returns for 1 year | -2.90 | -8.55 | 34% |
| Returns for 3 years | 2.02 | -1.65 | -123% |
| Returns for 5 years | 124.35 | 88.72 | 140% |
| Returns for 10 years | 25.66 | 34.08 | 75% |
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