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HNMVX vs JVMRX
HNMVX vs JVMRX Comparison
Open Charts HNMVX vs JVMRX
Harbor Mid Cap Value Retirement
Price$25.56
Change-$0.34 (-1.31%)
VolumeN/A
Net Assets346.35M
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.73B
HNMVX vs JVMRX Comparison Chart
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HNMVX vs. JVMRX 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 HNMVX is a Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.7B vs. HNMVX (346M). HNMVX pays higher dividends than JVMRX: HNMVX (1.42) vs JVMRX (0.91). HNMVX was incepted earlier than JVMRX: HNMVX (9 years) vs JVMRX (14 years). HNMVX (0.82) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. HNMVX (22.00). HNMVX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. HNMVX annual gain was more profitable for investors over the last year : 2.10 vs. JVMRX (-1.60). HNMVX return over 5 years is better than : 67.92 vs. JVMRX (54.49).
| HNMVX | JVMRX | HNMVX / JVMRX | |
| Total Expense Ratio | 0.77 | 0.75 | 103% |
| Annual Report Gross Expense Ratio | 0.82 | 0.76 | 108% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -0.661 | 3.749 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 21.7B | 2% |
| Annual Yield % from dividends | 1.42 | 0.91 | 156% |
| Returns for 1 year | 2.10 | -1.60 | -131% |
| Returns for 3 years | 14.45 | 18.46 | 78% |
| Returns for 5 years | 67.92 | 54.49 | 125% |
| Returns for 10 years | N/A | 39.38 | - |
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