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HNMVX vs JVMSX
HNMVX vs JVMSX Comparison
Open Charts HNMVX vs JVMSX
Harbor Mid Cap Value Retirement
Price$25.56
Change-$0.34 (-1.31%)
VolumeN/A
Net Assets341.8M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
HNMVX vs JVMSX Comparison Chart
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HNMVX vs. JVMSX commentary
Jun 15, 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 Hold and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. HNMVX (342M). HNMVX pays higher dividends than JVMSX: HNMVX (1.42) vs JVMSX (0.43). HNMVX was incepted earlier than JVMSX: HNMVX (9 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than HNMVX (0.82). JVMSX is a more actively managed with annual turnover of: 47.00 vs. HNMVX (22.00). JVMSX has a lower initial minimum investment than HNMVX: JVMSX (0) vs HNMVX (1000000). HNMVX annual gain was more profitable for investors over the last year : 2.10 vs. JVMSX (-3.29). HNMVX return over 5 years is better than : 67.92 vs. JVMSX (50.13).
| HNMVX | JVMSX | HNMVX / JVMSX | |
| Total Expense Ratio | 0.77 | 1.25 | 62% |
| Annual Report Gross Expense Ratio | 0.82 | 1.26 | 65% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | -0.661 | 2.313 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 21.5B | 2% |
| Annual Yield % from dividends | 1.42 | 0.43 | 328% |
| Returns for 1 year | 2.10 | -3.29 | -64% |
| Returns for 3 years | 14.45 | 15.80 | 91% |
| Returns for 5 years | 67.92 | 50.13 | 135% |
| Returns for 10 years | N/A | 33.43 | - |
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