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HNMVX vs JVMIX
HNMVX vs JVMIX Comparison
Open Charts HNMVX vs JVMIX
Harbor Mid Cap Value Retirement
Price$28.93
Change-$0.32 (-1.09%)
VolumeN/A
Net Assets374.55M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
HNMVX vs JVMIX Comparison Chart in %
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HNMVX vs. JVMIX 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 HNMVX is a StrongBuy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. HNMVX (375M). HNMVX pays higher dividends than JVMIX: HNMVX (1.28) vs JVMIX (0.75). HNMVX was incepted earlier than JVMIX: HNMVX (10 years) vs JVMIX (28 years). JVMIX (0.86) and HNMVX (0.82) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. HNMVX (22.00). JVMIX has a lower initial minimum investment than HNMVX: JVMIX (250000) vs HNMVX (1000000). HNMVX annual gain was more profitable for investors over the last year : 3.66 vs. JVMIX (-6.53). HNMVX return over 5 years is better than : 61.16 vs. JVMIX (36.37).
| HNMVX | JVMIX | HNMVX / JVMIX | |
| Total Expense Ratio | 0.77 | 0.85 | 91% |
| Annual Report Gross Expense Ratio | 0.82 | 0.86 | 95% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 13.681 | 9.796 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 24.2B | 2% |
| Annual Yield % from dividends | 1.28 | 0.75 | 170% |
| Returns for 1 year | 3.66 | -6.53 | -56% |
| Returns for 3 years | 20.17 | 15.24 | 132% |
| Returns for 5 years | 61.16 | 36.37 | 168% |
| Returns for 10 years | N/A | 50.51 | - |
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