Ad is loading...
HRMVX vs JVMRX
HRMVX vs JVMRX Comparison
Open Charts HRMVX vs JVMRX
Harbor Mid Cap Value Admin
Price$25.41
Change+$0.36 (+1.44%)
VolumeN/A
Net Assets328.55M
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
HRMVX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HRMVX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.6B vs. HRMVX (329M). HRMVX pays higher dividends than JVMRX: HRMVX (1.12) vs JVMRX (0.96). HRMVX was incepted earlier than JVMRX: HRMVX (23 years) vs JVMRX (14 years). HRMVX (1.15) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. HRMVX (22.00). HRMVX has a lower initial minimum investment than JVMRX: HRMVX (50000) vs JVMRX (1000000). HRMVX annual gain was more profitable for investors over the last year : -3.77 vs. JVMRX (-7.91). HRMVX return over 5 years is better than : 75.59 vs. JVMRX (53.53).
| HRMVX | JVMRX | HRMVX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.75 | 147% |
| Annual Report Gross Expense Ratio | 1.15 | 0.76 | 151% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -4.316 | -2.227 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 20.6B | 2% |
| Annual Yield % from dividends | 1.12 | 0.96 | 117% |
| Returns for 1 year | -3.77 | -7.91 | 48% |
| Returns for 3 years | 4.24 | 5.83 | 73% |
| Returns for 5 years | 75.59 | 53.53 | 141% |
| Returns for 10 years | 23.11 | 31.98 | 72% |
View a ticker or compare two or three
VS
VS
Ad is loading...