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HAMVX vs JVMSX
HAMVX vs JVMSX Comparison
Open Charts HAMVX vs JVMSX
Harbor Mid Cap Value Instl
Price$27.19
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets356.68M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
HAMVX vs JVMSX Comparison Chart in %
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HAMVX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. HAMVX (357M). HAMVX pays higher dividends than JVMSX: HAMVX (1.29) vs JVMSX (0.42). HAMVX was incepted earlier than JVMSX: HAMVX (23 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than HAMVX (0.90). JVMSX is a more actively managed with annual turnover of: 49.00 vs. HAMVX (22.00). 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 : 3.30 vs. JVMSX (0.75). HAMVX return over 5 years is better than : 75.10 vs. JVMSX (55.91).
| HAMVX | JVMSX | HAMVX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.25 | 68% |
| Annual Report Gross Expense Ratio | 0.90 | 1.26 | 71% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 5.592 | 9.064 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 23.1B | 2% |
| Annual Yield % from dividends | 1.29 | 0.42 | 308% |
| Returns for 1 year | 3.30 | 0.75 | 438% |
| Returns for 3 years | 20.55 | 20.42 | 101% |
| Returns for 5 years | 75.10 | 55.91 | 134% |
| Returns for 10 years | 40.21 | 46.42 | 87% |
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