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HAMVX vs JVMAX
HAMVX vs JVMAX Comparison
Open Charts HAMVX vs JVMAX
Harbor Mid Cap Value Instl
Price$27.95
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets388.37M
JHancock Disciplined Value Mid Cap A
Price$26.19
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets23.95B
HAMVX vs JVMAX Comparison Chart in %
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HAMVX vs. JVMAX commentary
Dec 29, 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 HAMVX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. HAMVX (388M). HAMVX pays higher dividends than JVMAX: HAMVX (1.15) vs JVMAX (0.55). 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 (22.00). 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 : 7.09 vs. JVMAX (1.83). HAMVX return over 5 years is better than : 46.51 vs. JVMAX (20.76).
| 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 | 8.544 | 3.029 | 282% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 23.9B | 2% |
| Annual Yield % from dividends | 1.15 | 0.55 | 212% |
| Returns for 1 year | 7.09 | 1.83 | 388% |
| Returns for 3 years | 27.94 | 14.22 | 197% |
| Returns for 5 years | 46.51 | 20.76 | 224% |
| Returns for 10 years | 55.14 | 43.92 | 126% |
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