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HIMVX vs JVMTX
HIMVX vs JVMTX Comparison
Open Charts HIMVX vs JVMTX
Harbor Mid Cap Value Investor
Price$28.81
Change+$0.14 (+0.49%)
VolumeN/A
Net Assets397.82M
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
HIMVX vs JVMTX Comparison Chart in %
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HIMVX vs. JVMTX commentary
Jan 16, 2026
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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. HIMVX (398M). HIMVX pays higher dividends than JVMTX: HIMVX (0.95) vs JVMTX (0.62). HIMVX was incepted earlier than JVMTX: HIMVX (23 years) vs JVMTX (13 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 : 11.25 vs. JVMTX (6.04). HIMVX return over 5 years is better than : 41.44 vs. JVMTX (21.31).
| 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 | 13 years | - |
| Gain YTD | 4.460 | 4.812 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 398M | 24.7B | 2% |
| Annual Yield % from dividends | 0.95 | 0.62 | 153% |
| Returns for 1 year | 11.25 | 6.04 | 186% |
| Returns for 3 years | 24.70 | 14.24 | 173% |
| Returns for 5 years | 41.44 | 21.31 | 194% |
| Returns for 10 years | 78.31 | 73.13 | 107% |
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