Interact to see
Advertisement
Advertisement
HAMVX vs JVMSX
HAMVX vs JVMSX Comparison
Open Charts HAMVX vs JVMSX
Harbor Mid Cap Value Instl
Price$27.95
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets388.37M
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
HAMVX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HAMVX vs. JVMSX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. HAMVX (388M). 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 : 7.09 vs. JVMSX (2.29). HAMVX return over 5 years is better than : 46.51 vs. JVMSX (22.25).
| 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 | 8.544 | 3.506 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 23.9B | 2% |
| Annual Yield % from dividends | 1.15 | 0.40 | 291% |
| Returns for 1 year | 7.09 | 2.29 | 310% |
| Returns for 3 years | 27.94 | 15.22 | 184% |
| Returns for 5 years | 46.51 | 22.25 | 209% |
| Returns for 10 years | 55.14 | 46.26 | 119% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers