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HRMVX vs JVMSX
HRMVX vs JVMSX Comparison
Open Charts HRMVX vs JVMSX
Harbor Mid Cap Value Admin
Price$25.93
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets342.68M
JHancock Disciplined Value Mid Cap R2
Price$27.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.46B
HRMVX vs JVMSX Comparison Chart
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HRMVX vs. JVMSX commentary
Jun 06, 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 Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. HRMVX (343M). HRMVX pays higher dividends than JVMSX: HRMVX (1.07) vs JVMSX (0.43). HRMVX was incepted earlier than JVMSX: HRMVX (23 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than HRMVX (1.15). JVMSX is a more actively managed with annual turnover of: 47.00 vs. HRMVX (22.00). JVMSX has a lower initial minimum investment than HRMVX: JVMSX (0) vs HRMVX (50000). HRMVX annual gain was more profitable for investors over the last year : 0.60 vs. JVMSX (-3.94). HRMVX return over 5 years is better than : 51.55 vs. JVMSX (37.71).
| HRMVX | JVMSX | HRMVX / JVMSX | |
| Total Expense Ratio | 1.10 | 1.25 | 88% |
| Annual Report Gross Expense Ratio | 1.15 | 1.26 | 91% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -0.955 | 2.126 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 21.5B | 2% |
| Annual Yield % from dividends | 1.07 | 0.43 | 247% |
| Returns for 1 year | 0.60 | -3.94 | -15% |
| Returns for 3 years | 3.20 | 4.81 | 67% |
| Returns for 5 years | 51.55 | 37.71 | 137% |
| Returns for 10 years | 28.87 | 34.28 | 84% |
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