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HAMVX vs JVMRX
HAMVX vs JVMRX Comparison
Open Charts HAMVX vs JVMRX
Harbor Mid Cap Value Instl
Price$27.19
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets356.68M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
HAMVX vs JVMRX Comparison Chart in %
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HAMVX vs. JVMRX commentary
Jul 27, 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. HAMVX (357M). HAMVX pays higher dividends than JVMRX: HAMVX (1.29) vs JVMRX (0.88). HAMVX was incepted earlier than JVMRX: HAMVX (23 years) vs JVMRX (14 years). HAMVX (0.90) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. HAMVX (22.00). HAMVX has a lower initial minimum investment than JVMRX: HAMVX (50000) vs JVMRX (1000000). HAMVX annual gain was more profitable for investors over the last year : 3.30 vs. JVMRX (1.28). HAMVX return over 5 years is better than : 75.10 vs. JVMRX (58.56).
| HAMVX | JVMRX | HAMVX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.90 | 0.76 | 118% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 5.592 | 9.354 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 23.1B | 2% |
| Annual Yield % from dividends | 1.29 | 0.88 | 146% |
| Returns for 1 year | 3.30 | 1.28 | 258% |
| Returns for 3 years | 20.55 | 21.72 | 95% |
| Returns for 5 years | 75.10 | 58.56 | 128% |
| Returns for 10 years | 40.21 | 51.14 | 79% |
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