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HIMVX vs JVMTX
HIMVX vs JVMTX Comparison
Open Charts HIMVX vs JVMTX
Harbor Mid Cap Value Investor
Price$27.48
Change-$0.18 (-0.65%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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HIMVX vs JVMTX Comparison Chart
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HIMVX vs. JVMTX commentary
Sep 21, 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. HIMVX (379M). 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). HIMVX (20.11) and JVMTX (19.27) have marching annual gain over last year. JVMTX return over 5 years is better than : 43.64 vs. HIMVX (41.45).
| 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 | 13.547 | 11.010 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 23.4B | 2% |
| Annual Yield % from dividends | 1.06 | 0.73 | 146% |
| Returns for 1 year | 20.11 | 19.27 | 104% |
| Returns for 3 years | 18.41 | 13.38 | 138% |
| Returns for 5 years | 41.45 | 43.64 | 95% |
| Returns for 10 years | 45.67 | 63.34 | 72% |
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