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HNMVX vs JVMRX
HNMVX vs JVMRX Comparison
Open Charts HNMVX vs JVMRX
Harbor Mid Cap Value Retirement
Price$26.17
Change-$0.44 (-1.65%)
VolumeN/A
Net Assets370.81M
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.89B
HNMVX vs JVMRX Comparison Chart
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HNMVX vs. JVMRX 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 HNMVX is a Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. HNMVX (371M). HNMVX pays higher dividends than JVMRX: HNMVX (1.47) vs JVMRX (0.93). HNMVX was incepted earlier than JVMRX: HNMVX (9 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. HNMVX (10.00). HNMVX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. HNMVX annual gain was more profitable for investors over the last year : 11.04 vs. JVMRX (1.66). HNMVX return over 5 years is better than : 34.46 vs. JVMRX (28.51).
| HNMVX | JVMRX | HNMVX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 3.692 | 4.343 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 22.9B | 2% |
| Annual Yield % from dividends | 1.47 | 0.93 | 157% |
| Returns for 1 year | 11.04 | 1.66 | 666% |
| Returns for 3 years | 7.55 | 4.92 | 153% |
| Returns for 5 years | 34.46 | 28.51 | 121% |
| Returns for 10 years | N/A | 41.38 | - |
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