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HAMVX vs JVMTX
HAMVX vs JVMTX Comparison
Open Charts HAMVX vs JVMTX
Harbor Mid Cap Value Instl
Price$29.34
Change+$1.06 (+3.75%)
VolumeN/A
Net Assets408.24M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
HAMVX vs JVMTX Comparison Chart in %
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HAMVX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. HAMVX (408M). HAMVX pays higher dividends than JVMTX: HAMVX (1.24) vs JVMTX (0.60). HAMVX was incepted earlier than JVMTX: HAMVX (24 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than HAMVX (0.90). JVMTX is a more actively managed with annual turnover of: 49.00 vs. HAMVX (20.00). JVMTX has a lower initial minimum investment than HAMVX: JVMTX (0) vs HAMVX (50000). HAMVX annual gain was more profitable for investors over the last year : 12.71 vs. JVMTX (4.79). HAMVX return over 5 years is better than : 45.07 vs. JVMTX (22.28).
| HAMVX | JVMTX | HAMVX / JVMTX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.90 | 1.10 | 82% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 6.691 | 5.177 | 129% |
| 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 | 0.60 | 209% |
| Returns for 1 year | 12.71 | 4.79 | 265% |
| Returns for 3 years | 23.32 | 11.22 | 208% |
| Returns for 5 years | 45.07 | 22.28 | 202% |
| Returns for 10 years | 84.00 | 76.80 | 109% |
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