Interact to see
Advertisement
Advertisement
HAMVX vs JVMIX
HAMVX vs JVMIX Comparison
Open Charts HAMVX vs JVMIX
Harbor Mid Cap Value Instl
Price$29.56
Change+$0.23 (+0.78%)
VolumeN/A
Net Assets382.64M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
HAMVX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HAMVX vs. JVMIX commentary
Dec 04, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. HAMVX (383M). HAMVX pays higher dividends than JVMIX: HAMVX (1.15) vs JVMIX (0.74). HAMVX was incepted earlier than JVMIX: HAMVX (24 years) vs JVMIX (29 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 : 3.07 vs. JVMIX (-5.17). HAMVX return over 5 years is better than : 50.70 vs. JVMIX (31.86).
| 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 | 29 years | - |
| Gain YTD | 14.796 | 12.579 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 24.5B | 2% |
| Annual Yield % from dividends | 1.15 | 0.74 | 157% |
| Returns for 1 year | 3.07 | -5.17 | -59% |
| Returns for 3 years | 19.15 | 15.03 | 127% |
| Returns for 5 years | 50.70 | 31.86 | 159% |
| Returns for 10 years | 56.36 | 50.94 | 111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SMAPX | 10.49 | 0.11 | +1.06% |
| Westwood Salient MLP & Engy Infras A | |||
| MBAIX | 33.00 | 0.29 | +0.89% |
| NYLI Balanced Class I | |||
| CWGCX | 76.26 | 0.53 | +0.70% |
| American Funds Capital World Gr&Inc C | |||
| PDAIX | 12.99 | 0.06 | +0.46% |
| PineBridge Dynamic Asset Allc Instl | |||
| DUSLX | 42.90 | N/A | N/A |
| DFA US Large Cap Growth Instl | |||