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HIMVX vs JVMSX
HIMVX vs JVMSX Comparison
Open Charts HIMVX vs JVMSX
Harbor Mid Cap Value Investor
Price$25.60
Change-$0.34 (-1.31%)
VolumeN/A
Net Assets341.8M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
HIMVX vs JVMSX Comparison Chart
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HIMVX vs. JVMSX commentary
Jun 15, 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 Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. HIMVX (342M). HIMVX pays higher dividends than JVMSX: HIMVX (0.95) vs JVMSX (0.43). 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 : 1.66 vs. JVMSX (-3.29). HIMVX return over 5 years is better than : 66.01 vs. JVMSX (50.13).
| 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 | -0.852 | 2.313 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 21.5B | 2% |
| Annual Yield % from dividends | 0.95 | 0.43 | 219% |
| Returns for 1 year | 1.66 | -3.29 | -51% |
| Returns for 3 years | 13.54 | 15.80 | 86% |
| Returns for 5 years | 66.01 | 50.13 | 132% |
| Returns for 10 years | 27.05 | 33.43 | 81% |
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