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HIMVX vs JVMTX
HIMVX vs JVMTX Comparison
Open Charts HIMVX vs JVMTX
Harbor Mid Cap Value Investor
Price$28.56
Change-$0.04 (-0.14%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.84
Change-$0.05 (-0.16%)
VolumeN/A
CapitalizationN/A
HIMVX vs JVMTX Comparison Chart
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HIMVX vs. JVMTX commentary
Nov 14, 2024
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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. HIMVX (392M). HIMVX pays higher dividends than JVMTX: HIMVX (1.06) vs JVMTX (0.73). HIMVX was incepted earlier than JVMTX: HIMVX (22 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. HIMVX (10.00). JVMTX has a lower initial minimum investment than HIMVX: JVMTX (0) vs HIMVX (2500). JVMTX annual gain was more profitable for investors over the last year : 23.16 vs. HIMVX (21.82). JVMTX return over 5 years is better than : 46.87 vs. HIMVX (37.74).
| HIMVX | JVMTX | HIMVX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 17.241 | 16.459 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 24.3B | 2% |
| Annual Yield % from dividends | 1.06 | 0.73 | 146% |
| Returns for 1 year | 21.82 | 23.16 | 94% |
| Returns for 3 years | 11.47 | 9.15 | 125% |
| Returns for 5 years | 37.74 | 46.87 | 81% |
| Returns for 10 years | 45.56 | 64.84 | 70% |