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HAMVX vs JVMIX
HAMVX vs JVMIX Comparison
Open Charts HAMVX vs JVMIX
Harbor Mid Cap Value Instl
Price$28.74
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets375.92M
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
HAMVX vs JVMIX Comparison Chart in %
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HAMVX vs. JVMIX commentary
Sep 09, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. HAMVX (376M). HAMVX pays higher dividends than JVMIX: HAMVX (1.20) vs JVMIX (0.74). HAMVX was incepted earlier than JVMIX: HAMVX (24 years) vs JVMIX (28 years). HAMVX (0.90) and JVMIX (0.86) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. HAMVX (22.00). HAMVX has a lower initial minimum investment than JVMIX: HAMVX (50000) vs JVMIX (250000). HAMVX annual gain was more profitable for investors over the last year : 9.11 vs. JVMIX (2.91). HAMVX return over 5 years is better than : 74.07 vs. JVMIX (54.86).
| HAMVX | JVMIX | HAMVX / JVMIX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.90 | 0.86 | 105% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 11.650 | 11.985 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 24.3B | 2% |
| Annual Yield % from dividends | 1.20 | 0.74 | 161% |
| Returns for 1 year | 9.11 | 2.91 | 313% |
| Returns for 3 years | 27.47 | 24.95 | 110% |
| Returns for 5 years | 74.07 | 54.86 | 135% |
| Returns for 10 years | 55.07 | 58.60 | 94% |
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