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HIMVX vs JVMTX
HIMVX vs JVMTX Comparison
Open Charts HIMVX vs JVMTX
Harbor Mid Cap Value Investor
Price$26.24
Change-$0.45 (-1.69%)
VolumeN/A
Net Assets364.51M
JHancock Disciplined Value Mid Cap R4
Price$27.47
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
HIMVX vs JVMTX Comparison Chart
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HIMVX vs. JVMTX commentary
Feb 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 Hold and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. HIMVX (365M). HIMVX pays higher dividends than JVMTX: HIMVX (1.06) vs JVMTX (0.73). HIMVX was incepted earlier than JVMTX: HIMVX (22 years) vs JVMTX (12 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 annual gain was more profitable for investors over the last year : 7.72 vs. JVMTX (-1.95). HIMVX return over 5 years is better than : 30.33 vs. JVMTX (24.70).
| HIMVX | JVMTX | HIMVX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 1.627 | 2.081 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 22.5B | 2% |
| Annual Yield % from dividends | 1.06 | 0.73 | 146% |
| Returns for 1 year | 7.72 | -1.95 | -396% |
| Returns for 3 years | 5.94 | 3.49 | 170% |
| Returns for 5 years | 30.33 | 24.70 | 123% |
| Returns for 10 years | 29.25 | 36.20 | 81% |
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