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HAMVX vs JVMCX
HAMVX vs JVMCX Comparison
Open Charts HAMVX vs JVMCX
Harbor Mid Cap Value Instl
Price$28.69
Change+$0.31 (+1.09%)
VolumeN/A
Net Assets371.24M
JHancock Disciplined Value Mid Cap C
Price$28.06
Change+$0.28 (+1.01%)
VolumeN/A
Net Assets24.25B
HAMVX vs JVMCX Comparison Chart in %
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HAMVX vs. JVMCX commentary
Sep 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 Buy and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.2B vs. HAMVX (371M). HAMVX pays higher dividends than JVMCX: HAMVX (1.20) vs JVMCX (0.00). HAMVX was incepted earlier than JVMCX: HAMVX (24 years) vs JVMCX (14 years). JVMCX (1.86) 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 : 5.37 vs. JVMCX (-2.54). HAMVX return over 5 years is better than : 83.85 vs. JVMCX (54.71).
| HAMVX | JVMCX | HAMVX / JVMCX | |
| Total Expense Ratio | 0.85 | 1.85 | 46% |
| Annual Report Gross Expense Ratio | 0.90 | 1.86 | 48% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 11.417 | 10.909 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 24.2B | 2% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 5.37 | -2.54 | -212% |
| Returns for 3 years | 38.35 | 30.96 | 124% |
| Returns for 5 years | 83.85 | 54.71 | 153% |
| Returns for 10 years | 62.89 | 50.96 | 123% |
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