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HAMVX vs JVMAX
HAMVX vs JVMAX Comparison
Open Charts HAMVX vs JVMAX
Harbor Mid Cap Value Instl
Price$29.34
Change+$1.06 (+3.75%)
VolumeN/A
Net Assets408.24M
JHancock Disciplined Value Mid Cap A
Price$27.10
Change-$0.86 (-3.08%)
VolumeN/A
Net Assets24.73B
HAMVX vs JVMAX Comparison Chart in %
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HAMVX vs. JVMAX commentary
Feb 04, 2026
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 HAMVX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.7B vs. HAMVX (408M). HAMVX pays higher dividends than JVMAX: HAMVX (1.24) vs JVMAX (0.52). HAMVX was incepted earlier than JVMAX: HAMVX (24 years) vs JVMAX (29 years). JVMAX (1.11) is less costly to investors than HAMVX (0.90). JVMAX is a more actively managed with annual turnover of: 49.00 vs. HAMVX (20.00). JVMAX has a lower initial minimum investment than HAMVX: JVMAX (1000) vs HAMVX (50000). HAMVX annual gain was more profitable for investors over the last year : 12.71 vs. JVMAX (4.15). HAMVX return over 5 years is better than : 45.07 vs. JVMAX (19.61).
| HAMVX | JVMAX | HAMVX / JVMAX | |
| Total Expense Ratio | 0.85 | 1.10 | 77% |
| Annual Report Gross Expense Ratio | 0.90 | 1.11 | 81% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 6.691 | 5.161 | 130% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 24.7B | 2% |
| Annual Yield % from dividends | 1.24 | 0.52 | 237% |
| Returns for 1 year | 12.71 | 4.15 | 306% |
| Returns for 3 years | 23.32 | 9.50 | 246% |
| Returns for 5 years | 45.07 | 19.61 | 230% |
| Returns for 10 years | 84.00 | 70.92 | 118% |
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