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HAMVX vs MVCAX
HAMVX vs MVCAX Comparison
Open Charts HAMVX vs MVCAX
Harbor Mid Cap Value Instl
Price$26.28
Change-$0.32 (-1.20%)
VolumeN/A
Net Assets356.68M
HAMVX vs MVCAX Comparison Chart in %
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HAMVX vs. MVCAX commentary
Aug 03, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. HAMVX (357M). 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 : 0.53 vs. MVCAX (-4.94). HAMVX return over 5 years is better than : 71.51 vs. MVCAX (51.09).
| 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 | 3.301 | 1.890 | 175% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 17B | 2% |
| Annual Yield % from dividends | 1.27 | 0.86 | 148% |
| Returns for 1 year | 0.53 | -4.94 | -11% |
| Returns for 3 years | 14.53 | 11.70 | 124% |
| Returns for 5 years | 71.51 | 51.09 | 140% |
| Returns for 10 years | 36.51 | 63.42 | 58% |
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