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HNMVX vs JVMSX
HNMVX vs JVMSX Comparison
Open Charts HNMVX vs JVMSX
Harbor Mid Cap Value Retirement
Price$27.13
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets356.07M
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
HNMVX vs JVMSX Comparison Chart in %
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HNMVX vs. JVMSX commentary
Jul 07, 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 Buy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. HNMVX (356M). HNMVX pays higher dividends than JVMSX: HNMVX (1.38) vs JVMSX (0.42). 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 : 8.93 vs. JVMSX (3.00). HNMVX return over 5 years is better than : 83.06 vs. JVMSX (60.52).
| 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 | 5.441 | 8.206 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 22.6B | 2% |
| Annual Yield % from dividends | 1.38 | 0.42 | 330% |
| Returns for 1 year | 8.93 | 3.00 | 298% |
| Returns for 3 years | 23.68 | 22.77 | 104% |
| Returns for 5 years | 83.06 | 60.52 | 137% |
| Returns for 10 years | N/A | 44.56 | - |
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