HIMVX
Price
$30.21
Change
-$0.22 (-0.72%)
Updated
Dec 12 closing price
Net Assets
391.5M
JVMTX
Price
$30.56
Change
-$0.21 (-0.68%)
Updated
Dec 12 closing price
Net Assets
24.75B
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HIMVX vs JVMTX

Header iconHIMVX vs JVMTX Comparison
Open Charts HIMVX vs JVMTXBanner chart's image
Harbor Mid Cap Value Investor
Price$30.21
Change-$0.22 (-0.72%)
VolumeN/A
Net Assets391.5M
JHancock Disciplined Value Mid Cap R4
Price$30.56
Change-$0.21 (-0.68%)
VolumeN/A
Net Assets24.75B
HIMVX vs JVMTX Comparison Chart in %
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HIMVX vs. JVMTX 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 JVMTX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. HIMVX (392M). HIMVX pays higher dividends than JVMTX: HIMVX (0.83) vs JVMTX (0.61). 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 : 7.82 vs. JVMTX (-1.92). HIMVX return over 5 years is better than : 56.26 vs. JVMTX (35.45).
HIMVXJVMTXHIMVX / JVMTX
Total Expense Ratio1.200.99121%
Annual Report Gross Expense Ratio1.251.10114%
Fund Existence23 years12 years-
Gain YTD17.85414.344124%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets392M24.7B2%
Annual Yield % from dividends0.830.61135%
Returns for 1 year7.82-1.92-406%
Returns for 3 years24.9319.34129%
Returns for 5 years56.2635.45159%
Returns for 10 years67.7159.34114%
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