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HIMVX vs JVMSX
HIMVX vs JVMSX Comparison
Open Charts HIMVX vs JVMSX
Harbor Mid Cap Value Investor
Price$25.06
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets333.46M
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.83B
HIMVX vs JVMSX Comparison Chart
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HIMVX vs. JVMSX commentary
May 10, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.8B vs. HIMVX (333M). HIMVX pays higher dividends than JVMSX: HIMVX (1.00) vs JVMSX (0.46). HIMVX was incepted earlier than JVMSX: HIMVX (23 years) vs JVMSX (13 years). JVMSX (1.26) and HIMVX (1.25) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 47.00 vs. HIMVX (22.00). JVMSX has a lower initial minimum investment than HIMVX: JVMSX (0) vs HIMVX (2500). HIMVX annual gain was more profitable for investors over the last year : -3.95 vs. JVMSX (-8.45). HIMVX return over 5 years is better than : 74.37 vs. JVMSX (50.94).
| HIMVX | JVMSX | HIMVX / JVMSX | |
| Total Expense Ratio | 1.20 | 1.25 | 96% |
| Annual Report Gross Expense Ratio | 1.25 | 1.26 | 99% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -4.376 | -2.424 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 20.8B | 2% |
| Annual Yield % from dividends | 1.00 | 0.46 | 218% |
| Returns for 1 year | -3.95 | -8.45 | 47% |
| Returns for 3 years | 3.74 | 4.66 | 80% |
| Returns for 5 years | 74.37 | 50.94 | 146% |
| Returns for 10 years | 22.13 | 27.80 | 80% |
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