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HIMVX vs JVMSX
HIMVX vs JVMSX Comparison
Open Charts HIMVX vs JVMSX
Harbor Mid Cap Value Investor
Price$30.21
Change-$0.22 (-0.72%)
VolumeN/A
Net Assets391.5M
JHancock Disciplined Value Mid Cap R2
Price$30.37
Change-$0.21 (-0.69%)
VolumeN/A
Net Assets24.75B
HIMVX vs JVMSX Comparison Chart in %
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HIMVX vs. JVMSX commentary
Dec 14, 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 Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. HIMVX (392M). HIMVX pays higher dividends than JVMSX: HIMVX (0.83) vs JVMSX (0.40). HIMVX was incepted earlier than JVMSX: HIMVX (23 years) vs JVMSX (14 years). HIMVX (1.25) and JVMSX (1.25) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 49.00 vs. HIMVX (22.00). JVMSX has a lower initial minimum investment than HIMVX: JVMSX (0) vs HIMVX (2500). HIMVX annual gain was more profitable for investors over the last year : 7.82 vs. JVMSX (-2.21). HIMVX return over 5 years is better than : 56.26 vs. JVMSX (34.25).
| HIMVX | JVMSX | HIMVX / JVMSX | |
| Total Expense Ratio | 1.20 | 1.24 | 97% |
| Annual Report Gross Expense Ratio | 1.25 | 1.25 | 100% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 17.854 | 14.062 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 24.7B | 2% |
| Annual Yield % from dividends | 0.83 | 0.40 | 209% |
| Returns for 1 year | 7.82 | -2.21 | -354% |
| Returns for 3 years | 24.93 | 18.68 | 133% |
| Returns for 5 years | 56.26 | 34.25 | 164% |
| Returns for 10 years | 67.71 | 56.73 | 119% |
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