Ad is loading...
HAMVX vs VMVIX
HAMVX vs VMVIX Comparison
Open Charts HAMVX vs VMVIX
Harbor Mid Cap Value Instl
Price$23.17
Change-$0.23 (-0.98%)
VolumeN/A
Net Assets306.8M
Vanguard Mid-Cap Value Index Investor
Price$59.04
Change-$0.60 (-1.01%)
VolumeN/A
Net Assets29.86B
HAMVX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HAMVX vs. VMVIX commentary
Apr 17, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. HAMVX (307M). VMVIX pays higher dividends than HAMVX: VMVIX (2.20) vs HAMVX (1.35). HAMVX was incepted earlier than VMVIX: HAMVX (23 years) vs VMVIX (19 years). HAMVX (0.91) is less costly to investors than VMVIX (0.19). HAMVX (22.00) and VMVIX (22.00) have comparable annual turnover. VMVIX has a lower initial minimum investment than HAMVX: VMVIX (3000) vs HAMVX (50000). VMVIX annual gain was more profitable for investors over the last year : 3.43 vs. HAMVX (-6.32). HAMVX (75.01) and VMVIX (71.78) have equivalent 5 years return.
| HAMVX | VMVIX | HAMVX / VMVIX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 0.91 | 0.19 | 479% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -9.126 | -6.305 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 29.9B | 1% |
| Annual Yield % from dividends | 1.35 | 2.20 | 61% |
| Returns for 1 year | -6.32 | 3.43 | -184% |
| Returns for 3 years | -4.14 | 2.19 | -189% |
| Returns for 5 years | 75.01 | 71.78 | 104% |
| Returns for 10 years | 17.21 | 67.16 | 26% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers