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HNMVX vs JVMSX
HNMVX vs JVMSX Comparison
Open Charts HNMVX vs JVMSX
Harbor Mid Cap Value Retirement
Price$29.31
Change+$1.04 (+3.68%)
VolumeN/A
Net Assets408.24M
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
HNMVX vs JVMSX Comparison Chart in %
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HNMVX vs. JVMSX commentary
Feb 04, 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 HNMVX is a Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. HNMVX (408M). HNMVX pays higher dividends than JVMSX: HNMVX (1.32) vs JVMSX (0.37). HNMVX was incepted earlier than JVMSX: HNMVX (10 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than HNMVX (0.82). JVMSX is a more actively managed with annual turnover of: 49.00 vs. HNMVX (20.00). 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 : 12.81 vs. JVMSX (4.49). HNMVX return over 5 years is better than : 45.46 vs. JVMSX (20.95).
| HNMVX | JVMSX | HNMVX / JVMSX | |
| Total Expense Ratio | 0.77 | 1.24 | 62% |
| Annual Report Gross Expense Ratio | 0.82 | 1.25 | 66% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 6.698 | 5.163 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 24.7B | 2% |
| Annual Yield % from dividends | 1.32 | 0.37 | 357% |
| Returns for 1 year | 12.81 | 4.49 | 285% |
| Returns for 3 years | 23.55 | 10.32 | 228% |
| Returns for 5 years | 45.46 | 20.95 | 217% |
| Returns for 10 years | N/A | 73.49 | - |
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