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HIMVX vs JVMTX
HIMVX vs JVMTX Comparison
Open Charts HIMVX vs JVMTX
Harbor Mid Cap Value Investor
Price$25.49
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets339.62M
JHancock Disciplined Value Mid Cap R4
Price$27.21
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
HIMVX vs JVMTX Comparison Chart
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HIMVX vs. JVMTX commentary
May 23, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.3B vs. HIMVX (340M). HIMVX pays higher dividends than JVMTX: HIMVX (1.00) vs JVMTX (0.71). HIMVX was incepted earlier than JVMTX: HIMVX (23 years) vs JVMTX (12 years). HIMVX (1.25) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. HIMVX (22.00). JVMTX has a lower initial minimum investment than HIMVX: JVMTX (0) vs HIMVX (2500). HIMVX annual gain was more profitable for investors over the last year : -0.91 vs. JVMTX (-6.01). HIMVX return over 5 years is better than : 79.74 vs. JVMTX (57.84).
| HIMVX | JVMTX | HIMVX / JVMTX | |
| Total Expense Ratio | 1.20 | 1.00 | 120% |
| Annual Report Gross Expense Ratio | 1.25 | 1.11 | 113% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -1.162 | 1.226 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 21.3B | 2% |
| Annual Yield % from dividends | 1.00 | 0.71 | 141% |
| Returns for 1 year | -0.91 | -6.01 | 15% |
| Returns for 3 years | 7.89 | 8.59 | 92% |
| Returns for 5 years | 79.74 | 57.84 | 138% |
| Returns for 10 years | 24.60 | 32.71 | 75% |
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