Interact to see
Advertisement
Advertisement
HAMVX vs MVCAX
HAMVX vs MVCAX Comparison
Open Charts HAMVX vs MVCAX
Harbor Mid Cap Value Instl
Price$26.29
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets345.15M
HAMVX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HAMVX vs. MVCAX commentary
Jun 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. HAMVX (345M). HAMVX pays higher dividends than MVCAX: HAMVX (1.32) vs MVCAX (0.89). 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 : 5.30 vs. MVCAX (-1.69). HAMVX return over 5 years is better than : 81.78 vs. MVCAX (61.20).
| 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 | 1.903 | 0.163 | 1,168% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 16.9B | 2% |
| Annual Yield % from dividends | 1.32 | 0.89 | 148% |
| Returns for 1 year | 5.30 | -1.69 | -313% |
| Returns for 3 years | 18.07 | 15.00 | 120% |
| Returns for 5 years | 81.78 | 61.20 | 134% |
| Returns for 10 years | 33.95 | 59.94 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers