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HAMVX vs VMVAX
HAMVX vs VMVAX Comparison
Open Charts HAMVX vs VMVAX
Harbor Mid Cap Value Instl
Price$27.03
Change-$0.86 (-3.08%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
HAMVX vs VMVAX Comparison Chart
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HAMVX vs. VMVAX 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 VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. HAMVX (400M). VMVAX pays higher dividends than HAMVX: VMVAX (2.14) vs HAMVX (1.40). HAMVX was incepted earlier than VMVAX: HAMVX (23 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. HAMVX (10.00). VMVAX has a lower initial minimum investment than HAMVX: VMVAX (3000) vs HAMVX (50000). VMVAX annual gain was more profitable for investors over the last year : 15.41 vs. HAMVX (9.78). VMVAX return over 5 years is better than : 40.94 vs. HAMVX (34.73).
| HAMVX | VMVAX | HAMVX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 14.726 | 14.833 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 32.8B | 1% |
| Annual Yield % from dividends | 1.40 | 2.14 | 66% |
| Returns for 1 year | 9.78 | 15.41 | 63% |
| Returns for 3 years | 14.70 | 14.48 | 102% |
| Returns for 5 years | 34.73 | 40.94 | 85% |
| Returns for 10 years | 42.48 | 89.30 | 48% |
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