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HRMVX vs JVMAX
HRMVX vs JVMAX Comparison
Open Charts HRMVX vs JVMAX
Harbor Mid Cap Value Admin
Price$25.41
Change+$0.36 (+1.44%)
VolumeN/A
Net Assets328.55M
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
HRMVX vs JVMAX Comparison Chart
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HRMVX vs. JVMAX commentary
May 09, 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 HRMVX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.6B vs. HRMVX (329M). HRMVX pays higher dividends than JVMAX: HRMVX (1.12) vs JVMAX (0.63). HRMVX was incepted earlier than JVMAX: HRMVX (23 years) vs JVMAX (28 years). HRMVX (1.15) and JVMAX (1.13) have similar cost to investors . JVMAX is a more actively managed with annual turnover of: 47.00 vs. HRMVX (22.00). JVMAX has a lower initial minimum investment than HRMVX: JVMAX (1000) vs HRMVX (50000). HRMVX annual gain was more profitable for investors over the last year : -3.77 vs. JVMAX (-8.80). HRMVX return over 5 years is better than : 75.59 vs. JVMAX (49.78).
| HRMVX | JVMAX | HRMVX / JVMAX | |
| Total Expense Ratio | 1.10 | 1.12 | 98% |
| Annual Report Gross Expense Ratio | 1.15 | 1.13 | 102% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -4.316 | -2.360 | 183% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 20.6B | 2% |
| Annual Yield % from dividends | 1.12 | 0.63 | 178% |
| Returns for 1 year | -3.77 | -8.80 | 43% |
| Returns for 3 years | 4.24 | 4.03 | 105% |
| Returns for 5 years | 75.59 | 49.78 | 152% |
| Returns for 10 years | 23.11 | 26.12 | 88% |
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