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HAMVX vs JVMIX
HAMVX vs JVMIX Comparison
Open Charts HAMVX vs JVMIX
Harbor Mid Cap Value Instl
Price$29.34
Change+$1.06 (+3.75%)
VolumeN/A
Net Assets408.24M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
HAMVX vs JVMIX Comparison Chart in %
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HAMVX vs. JVMIX commentary
Feb 04, 2026
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: 24.7B vs. HAMVX (408M). HAMVX pays higher dividends than JVMIX: HAMVX (1.24) vs JVMIX (0.72). 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 (20.00). 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 : 12.71 vs. JVMIX (4.96). HAMVX return over 5 years is better than : 45.07 vs. JVMIX (23.04).
| 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 | 6.691 | 5.206 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 24.7B | 2% |
| Annual Yield % from dividends | 1.24 | 0.72 | 172% |
| Returns for 1 year | 12.71 | 4.96 | 256% |
| Returns for 3 years | 23.32 | 11.72 | 199% |
| Returns for 5 years | 45.07 | 23.04 | 196% |
| Returns for 10 years | 84.00 | 78.79 | 107% |
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