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HNMVX vs JVMAX
HNMVX vs JVMAX Comparison
Open Charts HNMVX vs JVMAX
Harbor Mid Cap Value Retirement
Price$23.37
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets303.7M
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.44B
HNMVX vs JVMAX Comparison Chart
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HNMVX vs. JVMAX commentary
Apr 18, 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 HNMVX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.4B vs. HNMVX (304M). HNMVX pays higher dividends than JVMAX: HNMVX (1.44) vs JVMAX (0.61). HNMVX was incepted earlier than JVMAX: HNMVX (9 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than HNMVX (0.83). JVMAX is a more actively managed with annual turnover of: 47.00 vs. HNMVX (22.00). JVMAX has a lower initial minimum investment than HNMVX: JVMAX (1000) vs HNMVX (1000000). HNMVX annual gain was more profitable for investors over the last year : -6.23 vs. JVMAX (-11.24). HNMVX return over 5 years is better than : 75.50 vs. JVMAX (47.12).
| HNMVX | JVMAX | HNMVX / JVMAX | |
| Total Expense Ratio | 0.77 | 1.12 | 69% |
| Annual Report Gross Expense Ratio | 0.83 | 1.13 | 73% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -9.094 | -7.514 | 121% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 19.4B | 2% |
| Annual Yield % from dividends | 1.44 | 0.61 | 235% |
| Returns for 1 year | -6.23 | -11.24 | 55% |
| Returns for 3 years | -3.98 | -8.00 | 50% |
| Returns for 5 years | 75.50 | 47.12 | 160% |
| Returns for 10 years | N/A | 20.65 | - |
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