HAMVX
Price
$28.59
Change
-$0.00 (-0.00%)
Updated
Oct 8 closing price
Net Assets
369.99M
MVCAX
Price
$32.32
Change
+$0.09 (+0.28%)
Updated
Oct 8 closing price
Net Assets
17.12B
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HAMVX vs MVCAX

Header iconHAMVX vs MVCAX Comparison
Open Charts HAMVX vs MVCAXBanner chart's image
Harbor Mid Cap Value Instl
Price$28.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets369.99M
MFS Mid Cap Value A
Price$32.32
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets17.12B
HAMVX vs MVCAX Comparison Chart in %
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HAMVX vs. MVCAX commentary
Oct 09, 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 HAMVX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. HAMVX (370M). HAMVX pays higher dividends than MVCAX: HAMVX (1.18) vs MVCAX (0.84). HAMVX was incepted earlier than MVCAX: HAMVX (24 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than HAMVX (0.90). MVCAX is a more actively managed with annual turnover of: 27.00 vs. HAMVX (22.00). MVCAX has a lower initial minimum investment than HAMVX: MVCAX (1000) vs HAMVX (50000). HAMVX annual gain was more profitable for investors over the last year : 5.73 vs. MVCAX (-5.28). HAMVX return over 5 years is better than : 67.36 vs. MVCAX (46.13).
HAMVXMVCAXHAMVX / MVCAX
Total Expense Ratio0.850.9986%
Annual Report Gross Expense Ratio0.901.0090%
Fund Existence24 years24 years-
Gain YTD11.0295.052218%
Front LoadN/A6%-
Min. Initial Investment5000010005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets370M17.1B2%
Annual Yield % from dividends1.180.84141%
Returns for 1 year5.73-5.28-109%
Returns for 3 years33.6724.30139%
Returns for 5 years67.3646.13146%
Returns for 10 years51.3873.8470%
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