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HAMVX vs JVMSX
HAMVX vs JVMSX Comparison
Open Charts HAMVX vs JVMSX
Harbor Mid Cap Value Instl
Price$29.56
Change+$0.23 (+0.78%)
VolumeN/A
Net Assets382.64M
JHancock Disciplined Value Mid Cap R2
Price$30.08
Change+$0.28 (+0.94%)
VolumeN/A
Net Assets24.51B
HAMVX vs JVMSX Comparison Chart in %
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HAMVX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.5B vs. HAMVX (383M). HAMVX pays higher dividends than JVMSX: HAMVX (1.15) vs JVMSX (0.40). 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 (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 : 3.07 vs. JVMSX (-5.58). HAMVX return over 5 years is better than : 50.70 vs. JVMSX (30.08).
| 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 | 14.796 | 12.197 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 24.5B | 2% |
| Annual Yield % from dividends | 1.15 | 0.40 | 291% |
| Returns for 1 year | 3.07 | -5.58 | -55% |
| Returns for 3 years | 19.15 | 14.07 | 136% |
| Returns for 5 years | 50.70 | 30.08 | 169% |
| Returns for 10 years | 56.36 | 47.17 | 119% |
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