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HIMVX vs JVMSX
HIMVX vs JVMSX Comparison
Open Charts HIMVX vs JVMSX
Harbor Mid Cap Value Investor
Price$28.76
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets375.54M
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
HIMVX vs JVMSX Comparison Chart in %
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HIMVX vs. JVMSX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. HIMVX (376M). HIMVX pays higher dividends than JVMSX: HIMVX (0.86) 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 : 8.74 vs. JVMSX (2.46). HIMVX return over 5 years is better than : 72.41 vs. JVMSX (52.77).
| 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 | 11.387 | 11.712 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 24.3B | 2% |
| Annual Yield % from dividends | 0.86 | 0.40 | 214% |
| Returns for 1 year | 8.74 | 2.46 | 355% |
| Returns for 3 years | 26.62 | 23.90 | 111% |
| Returns for 5 years | 72.41 | 52.77 | 137% |
| Returns for 10 years | 53.29 | 54.59 | 98% |
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