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HAMVX vs JVMIX
HAMVX vs JVMIX Comparison
Open Charts HAMVX vs JVMIX
Harbor Mid Cap Value Instl
Price$28.94
Change-$0.32 (-1.09%)
VolumeN/A
Net Assets374.55M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
HAMVX vs JVMIX Comparison Chart in %
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HAMVX vs. JVMIX commentary
Nov 14, 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 StrongBuy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. HAMVX (375M). HAMVX pays higher dividends than JVMIX: HAMVX (1.19) vs JVMIX (0.75). 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 : 2.60 vs. JVMIX (-6.53). HAMVX return over 5 years is better than : 59.14 vs. JVMIX (36.37).
| 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 | 12.388 | 9.796 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 24.2B | 2% |
| Annual Yield % from dividends | 1.19 | 0.75 | 159% |
| Returns for 1 year | 2.60 | -6.53 | -40% |
| Returns for 3 years | 20.03 | 15.24 | 131% |
| Returns for 5 years | 59.14 | 36.37 | 163% |
| Returns for 10 years | 54.69 | 50.51 | 108% |
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