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HAMVX vs JVMRX
HAMVX vs JVMRX Comparison
Open Charts HAMVX vs JVMRX
Harbor Mid Cap Value Instl
Price$29.56
Change+$0.23 (+0.78%)
VolumeN/A
Net Assets382.64M
JHancock Disciplined Value Mid Cap R6
Price$30.36
Change+$0.28 (+0.93%)
VolumeN/A
Net Assets24.51B
HAMVX vs JVMRX Comparison Chart in %
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HAMVX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.5B vs. HAMVX (383M). HAMVX pays higher dividends than JVMRX: HAMVX (1.15) vs JVMRX (0.83). HAMVX was incepted earlier than JVMRX: HAMVX (24 years) vs JVMRX (14 years). HAMVX (0.90) is less costly to investors than JVMRX (0.75). 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 : 3.07 vs. JVMRX (-5.07). HAMVX return over 5 years is better than : 50.70 vs. JVMRX (32.31).
| HAMVX | JVMRX | HAMVX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 0.90 | 0.75 | 120% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 14.796 | 12.695 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 24.5B | 2% |
| Annual Yield % from dividends | 1.15 | 0.83 | 139% |
| Returns for 1 year | 3.07 | -5.07 | -61% |
| Returns for 3 years | 19.15 | 15.30 | 125% |
| Returns for 5 years | 50.70 | 32.31 | 157% |
| Returns for 10 years | 56.36 | 51.90 | 109% |
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