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HAMVX vs JVMTX
HAMVX vs JVMTX Comparison
Open Charts HAMVX vs JVMTX
Harbor Mid Cap Value Instl
Price$29.56
Change+$0.23 (+0.78%)
VolumeN/A
Net Assets382.64M
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
HAMVX vs JVMTX Comparison Chart in %
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HAMVX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. HAMVX (383M). HAMVX pays higher dividends than JVMTX: HAMVX (1.15) vs JVMTX (0.61). HAMVX was incepted earlier than JVMTX: HAMVX (24 years) vs JVMTX (12 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 (22.00). 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 : 3.07 vs. JVMTX (-5.32). HAMVX return over 5 years is better than : 50.70 vs. JVMTX (31.22).
| 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 | 12 years | - |
| Gain YTD | 14.796 | 12.449 | 119% |
| 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 | 0.61 | 188% |
| Returns for 1 year | 3.07 | -5.32 | -58% |
| Returns for 3 years | 19.15 | 14.68 | 130% |
| Returns for 5 years | 50.70 | 31.22 | 162% |
| Returns for 10 years | 56.36 | 49.60 | 114% |
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