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HAMVX vs VMVAX
HAMVX vs VMVAX Comparison
Open Charts HAMVX vs VMVAX
Harbor Mid Cap Value Instl
Price$29.41
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets380.07M
Vanguard Mid-Cap Value Index Admiral
Price$91.43
Change+$0.77 (+0.85%)
VolumeN/A
Net Assets31.8B
HAMVX vs VMVAX Comparison Chart in %
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HAMVX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. HAMVX (380M). VMVAX pays higher dividends than HAMVX: VMVAX (2.20) vs HAMVX (1.19). HAMVX was incepted earlier than VMVAX: HAMVX (24 years) vs VMVAX (14 years). HAMVX (0.90) is less costly to investors than VMVAX (0.07). HAMVX is a more actively managed with annual turnover of: 22.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than HAMVX: VMVAX (3000) vs HAMVX (50000). HAMVX annual gain was more profitable for investors over the last year : 1.47 vs. VMVAX (0.53). HAMVX (53.08) and VMVAX (52.15) have equivalent 5 years return.
| HAMVX | VMVAX | HAMVX / VMVAX | |
| Total Expense Ratio | 0.85 | 0.07 | 1,214% |
| Annual Report Gross Expense Ratio | 0.90 | 0.07 | 1,286% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 14.214 | 9.230 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 31.8B | 1% |
| Annual Yield % from dividends | 1.19 | 2.20 | 54% |
| Returns for 1 year | 1.47 | 0.53 | 276% |
| Returns for 3 years | 18.64 | 25.54 | 73% |
| Returns for 5 years | 53.08 | 52.15 | 102% |
| Returns for 10 years | 53.89 | 101.91 | 53% |
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