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HIMVX vs JVMSX
HIMVX vs JVMSX Comparison
Open Charts HIMVX vs JVMSX
Harbor Mid Cap Value Investor
Price$27.20
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets356.68M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
HIMVX vs JVMSX Comparison Chart in %
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HIMVX vs. JVMSX commentary
Jul 27, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. HIMVX (357M). HIMVX pays higher dividends than JVMSX: HIMVX (0.92) vs JVMSX (0.42). HIMVX was incepted earlier than JVMSX: HIMVX (23 years) vs JVMSX (13 years). JVMSX (1.26) and HIMVX (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 : 2.92 vs. JVMSX (0.75). HIMVX return over 5 years is better than : 73.34 vs. JVMSX (55.91).
| HIMVX | JVMSX | HIMVX / JVMSX | |
| Total Expense Ratio | 1.20 | 1.25 | 96% |
| Annual Report Gross Expense Ratio | 1.25 | 1.26 | 99% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 5.345 | 9.064 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 23.1B | 2% |
| Annual Yield % from dividends | 0.92 | 0.42 | 220% |
| Returns for 1 year | 2.92 | 0.75 | 387% |
| Returns for 3 years | 19.75 | 20.42 | 97% |
| Returns for 5 years | 73.34 | 55.91 | 131% |
| Returns for 10 years | 38.59 | 46.42 | 83% |
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