Interact to see
Advertisement
Advertisement
HIMVX vs JVMRX
HIMVX vs JVMRX Comparison
Open Charts HIMVX vs JVMRX
Harbor Mid Cap Value Investor
Price$28.74
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets375.92M
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.38B
HIMVX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HIMVX vs. JVMRX commentary
Sep 09, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. HIMVX (376M). HIMVX (0.86) and JVMRX (0.84) have matching dividends . HIMVX was incepted earlier than JVMRX: HIMVX (23 years) vs JVMRX (14 years). HIMVX (1.25) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. HIMVX (22.00). HIMVX has a lower initial minimum investment than JVMRX: HIMVX (2500) vs JVMRX (1000000). HIMVX annual gain was more profitable for investors over the last year : 10.11 vs. JVMRX (4.67). HIMVX return over 5 years is better than : 74.01 vs. JVMRX (57.18).
| HIMVX | JVMRX | HIMVX / JVMRX | |
| Total Expense Ratio | 1.20 | 0.74 | 162% |
| Annual Report Gross Expense Ratio | 1.25 | 0.75 | 167% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 11.309 | 12.324 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 24.4B | 2% |
| Annual Yield % from dividends | 0.86 | 0.84 | 102% |
| Returns for 1 year | 10.11 | 4.67 | 216% |
| Returns for 3 years | 21.35 | 20.07 | 106% |
| Returns for 5 years | 74.01 | 57.18 | 129% |
| Returns for 10 years | 54.04 | 60.40 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BCDF | 30.84 | 0.28 | +0.92% |
| Horizon Kinetics Blockchain Dev ETF | |||
| FEM | 26.82 | 0.21 | +0.81% |
| First Trust Emerging Mrkts AlphaDEX® ETF | |||
| HELO | 64.44 | 0.12 | +0.19% |
| JPMorgan Hedged Equity Ldrd Ovrly ETF | |||
| GDL | 8.60 | -0.01 | -0.12% |
| GDL Fund (The) | |||
| GEND | 11.19 | -0.07 | -0.60% |
| Genter Capital Dividend Income ETF | |||