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HAMVX vs JVMTX
HAMVX vs JVMTX Comparison
Open Charts HAMVX vs JVMTX
Harbor Mid Cap Value Instl
Price$30.46
Change+$0.27 (+0.89%)
VolumeN/A
Net Assets393.45M
JHancock Disciplined Value Mid Cap R4
Price$30.77
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets24.55B
HAMVX vs JVMTX Comparison Chart in %
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HAMVX vs. JVMTX commentary
Dec 13, 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 (393M). 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 : 8.22 vs. JVMTX (-1.92). HAMVX return over 5 years is better than : 57.76 vs. JVMTX (35.45).
| 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 | 18.291 | 14.344 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 24.5B | 2% |
| Annual Yield % from dividends | 1.15 | 0.61 | 188% |
| Returns for 1 year | 8.22 | -1.92 | -427% |
| Returns for 3 years | 25.78 | 19.34 | 133% |
| Returns for 5 years | 57.76 | 35.45 | 163% |
| Returns for 10 years | 69.69 | 59.34 | 117% |
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