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HAMVX vs VMVAX
HAMVX vs VMVAX Comparison
Open Charts HAMVX vs VMVAX
Harbor Mid Cap Value Instl
Price$25.02
Change+$0.36 (+1.46%)
VolumeN/A
Net Assets328.55M
Vanguard Mid-Cap Value Index Admiral
Price$82.33
Change+$0.60 (+0.73%)
VolumeN/A
Net Assets29.07B
HAMVX vs VMVAX Comparison Chart
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HAMVX vs. VMVAX commentary
May 09, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. HAMVX (329M). VMVAX pays higher dividends than HAMVX: VMVAX (2.40) vs HAMVX (1.39). HAMVX was incepted earlier than VMVAX: HAMVX (23 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). VMVAX annual gain was more profitable for investors over the last year : 3.70 vs. HAMVX (-3.60). HAMVX (76.10) and VMVAX (75.12) 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 | 23 years | 14 years | - |
| Gain YTD | -4.233 | -2.399 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 29.1B | 1% |
| Annual Yield % from dividends | 1.39 | 2.40 | 58% |
| Returns for 1 year | -3.60 | 3.70 | -97% |
| Returns for 3 years | 4.47 | 14.12 | 32% |
| Returns for 5 years | 76.10 | 75.12 | 101% |
| Returns for 10 years | 23.58 | 73.65 | 32% |
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