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HNMVX vs JVMRX
HNMVX vs JVMRX Comparison
Open Charts HNMVX vs JVMRX
Harbor Mid Cap Value Retirement
Price$22.86
Change-$0.91 (-3.83%)
VolumeN/A
Net Assets313.42M
JHancock Disciplined Value Mid Cap R6
Price$24.35
Change-$0.83 (-3.30%)
VolumeN/A
Net Assets19.9B
HNMVX vs JVMRX Comparison Chart
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HNMVX vs. JVMRX commentary
Apr 12, 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.9B vs. HNMVX (313M). HNMVX pays higher dividends than JVMRX: HNMVX (1.44) vs JVMRX (0.94). HNMVX was incepted earlier than JVMRX: HNMVX (9 years) vs JVMRX (14 years). HNMVX (0.83) 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 : -7.38 vs. JVMRX (-12.36). HNMVX return over 5 years is better than : 72.89 vs. JVMRX (50.36).
| HNMVX | JVMRX | HNMVX / JVMRX | |
| Total Expense Ratio | 0.77 | 0.75 | 103% |
| Annual Report Gross Expense Ratio | 0.83 | 0.76 | 109% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -7.618 | -6.533 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 313M | 19.9B | 2% |
| Annual Yield % from dividends | 1.44 | 0.94 | 154% |
| Returns for 1 year | -7.38 | -12.36 | 60% |
| Returns for 3 years | -1.60 | -4.90 | 33% |
| Returns for 5 years | 72.89 | 50.36 | 145% |
| Returns for 10 years | N/A | 26.40 | - |
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