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HAMVX vs MVCAX
HAMVX vs MVCAX Comparison
Open Charts HAMVX vs MVCAX
Harbor Mid Cap Value Instl
Price$28.42
Change+$0.74 (+2.67%)
VolumeN/A
Net Assets369.42M
HAMVX vs MVCAX Comparison Chart in %
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HAMVX vs. MVCAX commentary
Aug 24, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. HAMVX (369M). HAMVX pays higher dividends than MVCAX: HAMVX (1.27) vs MVCAX (0.86). HAMVX was incepted earlier than MVCAX: HAMVX (23 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 : 7.61 vs. MVCAX (-2.36). HAMVX return over 5 years is better than : 77.75 vs. MVCAX (54.54).
| HAMVX | MVCAX | HAMVX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.90 | 1.00 | 90% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 10.369 | 5.671 | 183% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 17.4B | 2% |
| Annual Yield % from dividends | 1.27 | 0.86 | 148% |
| Returns for 1 year | 7.61 | -2.36 | -323% |
| Returns for 3 years | 19.03 | 13.35 | 143% |
| Returns for 5 years | 77.75 | 54.54 | 143% |
| Returns for 10 years | 60.25 | 85.13 | 71% |
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