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HAMVX vs VMVIX
HAMVX vs VMVIX Comparison
Open Charts HAMVX vs VMVIX
Harbor Mid Cap Value Instl
Price$26.83
Change-$0.32 (-1.18%)
VolumeN/A
Net Assets356.07M
Vanguard Mid-Cap Value Index Investor
Price$65.53
Change+$0.20 (+0.31%)
VolumeN/A
Net Assets30.57B
HAMVX vs VMVIX Comparison Chart in %
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HAMVX vs. VMVIX commentary
Jul 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. HAMVX (356M). 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 : 11.11 vs. HAMVX (8.79). HAMVX (82.35) and VMVIX (79.26) have equivalent 5 years return.
| 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 | 4.194 | 2.647 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 30.6B | 1% |
| Annual Yield % from dividends | 1.29 | 2.14 | 60% |
| Returns for 1 year | 8.79 | 11.11 | 79% |
| Returns for 3 years | 21.79 | 27.42 | 79% |
| Returns for 5 years | 82.35 | 79.26 | 104% |
| Returns for 10 years | 36.44 | 86.36 | 42% |
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