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HIMVX vs JVMTX
HIMVX vs JVMTX Comparison
Open Charts HIMVX vs JVMTX
Harbor Mid Cap Value Investor
Price$25.50
Change+$0.28 (+1.11%)
VolumeN/A
Net Assets330.89M
JHancock Disciplined Value Mid Cap R4
Price$26.89
Change+$0.32 (+1.20%)
VolumeN/A
Net Assets21.11B
HIMVX vs JVMTX Comparison Chart
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HIMVX vs. JVMTX commentary
Apr 04, 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: 21.1B vs. HIMVX (331M). HIMVX pays higher dividends than JVMTX: HIMVX (0.97) vs JVMTX (0.69). HIMVX was incepted earlier than JVMTX: HIMVX (22 years) vs JVMTX (12 years). HIMVX (1.27) 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 : -2.90 vs. JVMTX (-8.82). HIMVX return over 5 years is better than : 124.35 vs. JVMTX (87.17).
| HIMVX | JVMTX | HIMVX / JVMTX | |
| Total Expense Ratio | 1.21 | 1.00 | 121% |
| Annual Report Gross Expense Ratio | 1.27 | 1.11 | 114% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | -1.239 | -1.263 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 21.1B | 2% |
| Annual Yield % from dividends | 0.97 | 0.69 | 139% |
| Returns for 1 year | -2.90 | -8.82 | 33% |
| Returns for 3 years | 2.02 | -2.19 | -92% |
| Returns for 5 years | 124.35 | 87.17 | 143% |
| Returns for 10 years | 25.66 | 32.05 | 80% |
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