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HAMVX vs JVMIX
HAMVX vs JVMIX Comparison
Open Charts HAMVX vs JVMIX
Harbor Mid Cap Value Instl
Price$27.95
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets388.37M
JHancock Disciplined Value Mid Cap I
Price$27.92
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets23.95B
HAMVX vs JVMIX Comparison Chart in %
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HAMVX vs. JVMIX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. HAMVX (388M). 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 : 7.09 vs. JVMIX (2.38). HAMVX return over 5 years is better than : 46.51 vs. JVMIX (23.98).
| 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 | 8.544 | 3.599 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 23.9B | 2% |
| Annual Yield % from dividends | 1.15 | 0.74 | 157% |
| Returns for 1 year | 7.09 | 2.38 | 297% |
| Returns for 3 years | 27.94 | 16.35 | 171% |
| Returns for 5 years | 46.51 | 23.98 | 194% |
| Returns for 10 years | 55.14 | 50.19 | 110% |
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