HAMVX
Price
$27.19
Change
+$0.09 (+0.33%)
Updated
Jul 25 closing price
Net Assets
356.68M
JVMCX
Price
$27.50
Change
+$0.17 (+0.62%)
Updated
Jul 25 closing price
Net Assets
23.06B
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HAMVX vs JVMCX

Header iconHAMVX vs JVMCX Comparison
Open Charts HAMVX vs JVMCXBanner chart's image
Harbor Mid Cap Value Instl
Price$27.19
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets356.68M
JHancock Disciplined Value Mid Cap C
Price$27.50
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets23.06B
HAMVX vs JVMCX Comparison Chart in %
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HAMVX vs. JVMCX commentary
Jul 27, 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 Buy and JVMCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.1B vs. HAMVX (357M). HAMVX pays higher dividends than JVMCX: HAMVX (1.29) vs JVMCX (0.00). HAMVX was incepted earlier than JVMCX: HAMVX (23 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than HAMVX (0.90). JVMCX is a more actively managed with annual turnover of: 49.00 vs. HAMVX (22.00). JVMCX has a lower initial minimum investment than HAMVX: JVMCX (1000) vs HAMVX (50000). HAMVX annual gain was more profitable for investors over the last year : 3.30 vs. JVMCX (-0.47). HAMVX return over 5 years is better than : 75.10 vs. JVMCX (50.96).
HAMVXJVMCXHAMVX / JVMCX
Total Expense Ratio0.851.8745%
Annual Report Gross Expense Ratio0.901.8848%
Fund Existence23 years14 years-
Gain YTD5.5928.69664%
Front LoadN/AN/A-
Min. Initial Investment5000010005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets357M23.1B2%
Annual Yield % from dividends1.290.00-
Returns for 1 year3.30-0.47-702%
Returns for 3 years20.5517.84115%
Returns for 5 years75.1050.96147%
Returns for 10 years40.2137.38108%
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