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HAMVX vs JVMSX
HAMVX vs JVMSX Comparison
Open Charts HAMVX vs JVMSX
Harbor Mid Cap Value Instl
Price$29.34
Change+$1.06 (+3.75%)
VolumeN/A
Net Assets408.24M
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
HAMVX vs JVMSX Comparison Chart in %
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HAMVX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. HAMVX (408M). HAMVX pays higher dividends than JVMSX: HAMVX (1.24) vs JVMSX (0.37). HAMVX was incepted earlier than JVMSX: HAMVX (24 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than HAMVX (0.90). JVMSX is a more actively managed with annual turnover of: 49.00 vs. HAMVX (20.00). JVMSX has a lower initial minimum investment than HAMVX: JVMSX (0) vs HAMVX (50000). HAMVX annual gain was more profitable for investors over the last year : 12.71 vs. JVMSX (4.49). HAMVX return over 5 years is better than : 45.07 vs. JVMSX (20.95).
| HAMVX | JVMSX | HAMVX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.90 | 1.25 | 72% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 6.691 | 5.163 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 24.7B | 2% |
| Annual Yield % from dividends | 1.24 | 0.37 | 336% |
| Returns for 1 year | 12.71 | 4.49 | 283% |
| Returns for 3 years | 23.32 | 10.32 | 226% |
| Returns for 5 years | 45.07 | 20.95 | 215% |
| Returns for 10 years | 84.00 | 73.49 | 114% |
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