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HIMVX vs JVMTX
HIMVX vs JVMTX Comparison
Open Charts HIMVX vs JVMTX
Harbor Mid Cap Value Investor
Price$25.60
Change-$0.34 (-1.31%)
VolumeN/A
Net Assets341.8M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
HIMVX vs JVMTX Comparison Chart
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HIMVX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. HIMVX (342M). HIMVX pays higher dividends than JVMTX: HIMVX (0.95) vs JVMTX (0.67). 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 : 1.66 vs. JVMTX (-3.01). HIMVX return over 5 years is better than : 66.01 vs. JVMTX (51.48).
| 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 | -0.852 | 2.453 | -35% |
| 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 | 0.67 | 142% |
| Returns for 1 year | 1.66 | -3.01 | -55% |
| Returns for 3 years | 13.54 | 16.50 | 82% |
| Returns for 5 years | 66.01 | 51.48 | 128% |
| Returns for 10 years | 27.05 | 35.66 | 76% |
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