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HAMVX vs VMVIX
HAMVX vs VMVIX Comparison
Open Charts HAMVX vs VMVIX
Harbor Mid Cap Value Instl
Price$27.03
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets351.55M
Vanguard Mid-Cap Value Index Investor
Price$65.76
Change+$0.18 (+0.27%)
VolumeN/A
Net Assets29.95B
HAMVX vs VMVIX Comparison Chart in %
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HAMVX vs. VMVIX commentary
Jul 03, 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 (352M). VMVIX pays higher dividends than HAMVX: VMVIX (2.14) vs HAMVX (1.29). HAMVX was incepted earlier than VMVIX: HAMVX (23 years) vs VMVIX (19 years). HAMVX (0.90) is less costly to investors than VMVIX (0.19). HAMVX is a more actively managed with annual turnover of: 22.00 vs. VMVIX (19.00). 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 : 11.61 vs. HAMVX (7.79). HAMVX return over 5 years is better than : 80.65 vs. VMVIX (76.07).
| HAMVX | VMVIX | HAMVX / VMVIX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 0.90 | 0.19 | 474% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.233 | 3.040 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 29.9B | 1% |
| Annual Yield % from dividends | 1.29 | 2.14 | 60% |
| Returns for 1 year | 7.79 | 11.61 | 67% |
| Returns for 3 years | 22.10 | 27.81 | 79% |
| Returns for 5 years | 80.65 | 76.07 | 106% |
| Returns for 10 years | 36.23 | 86.14 | 42% |
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