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HIMVX vs JVMAX
HIMVX vs JVMAX Comparison
Open Charts HIMVX vs JVMAX
Harbor Mid Cap Value Investor
Price$27.17
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets356.07M
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
HIMVX vs JVMAX Comparison Chart in %
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HIMVX vs. JVMAX commentary
Jul 07, 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 HIMVX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. HIMVX (356M). HIMVX pays higher dividends than JVMAX: HIMVX (0.92) vs JVMAX (0.58). HIMVX was incepted earlier than JVMAX: HIMVX (23 years) vs JVMAX (28 years). HIMVX (1.25) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. HIMVX (22.00). JVMAX has a lower initial minimum investment than HIMVX: JVMAX (1000) vs HIMVX (2500). HIMVX annual gain was more profitable for investors over the last year : 8.50 vs. JVMAX (2.59). HIMVX return over 5 years is better than : 80.98 vs. JVMAX (59.32).
| HIMVX | JVMAX | HIMVX / JVMAX | |
| Total Expense Ratio | 1.20 | 1.12 | 107% |
| Annual Report Gross Expense Ratio | 1.25 | 1.13 | 111% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 5.229 | 8.301 | 63% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 22.6B | 2% |
| Annual Yield % from dividends | 0.92 | 0.58 | 160% |
| Returns for 1 year | 8.50 | 2.59 | 329% |
| Returns for 3 years | 22.74 | 22.00 | 103% |
| Returns for 5 years | 80.98 | 59.32 | 137% |
| Returns for 10 years | 36.65 | 42.63 | 86% |
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