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HIMVX vs JVMTX
HIMVX vs JVMTX Comparison
Open Charts HIMVX vs JVMTX
Harbor Mid Cap Value Investor
Price$28.92
Change-$0.33 (-1.13%)
VolumeN/A
Net Assets374.55M
JHancock Disciplined Value Mid Cap R4
Price$29.52
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
HIMVX vs JVMTX Comparison Chart in %
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HIMVX vs. JVMTX commentary
Nov 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 StrongBuy and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. HIMVX (375M). HIMVX pays higher dividends than JVMTX: HIMVX (0.86) vs JVMTX (0.63). HIMVX was incepted earlier than JVMTX: HIMVX (23 years) vs JVMTX (12 years). HIMVX (1.25) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. HIMVX (22.00). JVMTX has a lower initial minimum investment than HIMVX: JVMTX (0) vs HIMVX (2500). HIMVX annual gain was more profitable for investors over the last year : 3.24 vs. JVMTX (-5.56). HIMVX return over 5 years is better than : 59.32 vs. JVMTX (37.55).
| HIMVX | JVMTX | HIMVX / JVMTX | |
| Total Expense Ratio | 1.20 | 0.99 | 121% |
| Annual Report Gross Expense Ratio | 1.25 | 1.10 | 114% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 13.284 | 11.148 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 24.2B | 2% |
| Annual Yield % from dividends | 0.86 | 0.63 | 136% |
| Returns for 1 year | 3.24 | -5.56 | -58% |
| Returns for 3 years | 19.27 | 14.99 | 129% |
| Returns for 5 years | 59.32 | 37.55 | 158% |
| Returns for 10 years | 56.62 | 52.90 | 107% |
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