HAMVX
Price
$27.03
Change
-$0.86 (-3.08%)
Updated
Dec 18 closing price
MVCAX
Price
$30.38
Change
-$0.94 (-3.00%)
Updated
Dec 18 closing price
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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$27.03
Change-$0.86 (-3.08%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$30.38
Change-$0.94 (-3.00%)
VolumeN/A
CapitalizationN/A
HAMVX vs MVCAX Comparison Chart
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HAMVX vs. MVCAX commentary
Dec 19, 2024

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 Hold.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. HAMVX (400M). HAMVX pays higher dividends than MVCAX: HAMVX (1.40) vs MVCAX (1.16). HAMVX was incepted earlier than MVCAX: HAMVX (23 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. HAMVX (10.00). 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 : 9.78 vs. MVCAX (7.20). HAMVX return over 5 years is better than : 34.73 vs. MVCAX (32.46).
HAMVXMVCAXHAMVX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years23 years-
Gain YTD14.7265.872251%
Front LoadN/AN/A-
Min. Initial Investment5000010005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets400M17.5B2%
Annual Yield % from dividends1.401.16121%
Returns for 1 year9.787.20136%
Returns for 3 years14.705.74256%
Returns for 5 years34.7332.46107%
Returns for 10 years42.4868.2562%
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