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HNMVX vs JVMSX
HNMVX vs JVMSX Comparison
Open Charts HNMVX vs JVMSX
Harbor Mid Cap Value Retirement
Price$27.55
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets358.93M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
HNMVX vs JVMSX Comparison Chart in %
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HNMVX vs. JVMSX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. HNMVX (359M). HNMVX pays higher dividends than JVMSX: HNMVX (1.36) vs JVMSX (0.41). 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: 49.00 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 : 5.92 vs. JVMSX (0.34). HNMVX return over 5 years is better than : 67.51 vs. JVMSX (48.09).
| 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 | 7.073 | 8.728 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 23.6B | 2% |
| Annual Yield % from dividends | 1.36 | 0.41 | 332% |
| Returns for 1 year | 5.92 | 0.34 | 1,738% |
| Returns for 3 years | 11.67 | 10.96 | 107% |
| Returns for 5 years | 67.51 | 48.09 | 140% |
| Returns for 10 years | N/A | 41.60 | - |
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