HAMVX
Price
$29.41
Change
+$0.13 (+0.44%)
Updated
Nov 26 closing price
Net Assets
380.07M
MVCAX
Price
$32.38
Change
+$0.18 (+0.56%)
Updated
Nov 26 closing price
Net Assets
16.99B
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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$29.41
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets380.07M
MFS Mid Cap Value A
Price$32.38
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets16.99B
HAMVX vs MVCAX Comparison Chart in %
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HAMVX vs. MVCAX commentary
Nov 29, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. HAMVX (380M). HAMVX pays higher dividends than MVCAX: HAMVX (1.19) vs MVCAX (0.85). 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 : 1.47 vs. MVCAX (-10.47). HAMVX return over 5 years is better than : 53.08 vs. MVCAX (34.06).
HAMVXMVCAXHAMVX / MVCAX
Total Expense Ratio0.850.9986%
Annual Report Gross Expense Ratio0.901.0090%
Fund Existence24 years24 years-
Gain YTD14.2145.541257%
Front LoadN/A6%-
Min. Initial Investment5000010005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets380M17B2%
Annual Yield % from dividends1.190.85140%
Returns for 1 year1.47-10.47-14%
Returns for 3 years18.6411.57161%
Returns for 5 years53.0834.06156%
Returns for 10 years53.8970.9476%
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