HAMVX
Price
$26.73
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
VMVIX
Price
$60.95
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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Analysis and predictions HAMVX vs VMVIX

Header iconHAMVX vs VMVIX Comparison
Open Charts HAMVX vs VMVIXBanner chart's image
Harbor Mid Cap Value Instl
Price$26.73
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$60.95
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HAMVX vs VMVIX Comparison Chart

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VS
HAMVX vs. VMVIX commentary
Apr 15, 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 Buy and VMVIX is a Hold.

FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 28B vs. HAMVX (297M). VMVIX pays higher dividends than HAMVX: VMVIX (2.03) vs HAMVX (1.40). HAMVX was incepted earlier than VMVIX: HAMVX (22 years) vs VMVIX (18 years). HAMVX (0.91) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 22.00 vs. HAMVX (10.00). VMVIX has a lower initial minimum investment than HAMVX: VMVIX (3000) vs HAMVX (50000). HAMVX annual gain was more profitable for investors over the last year : 20.17 vs. VMVIX (15.86). VMVIX return over 5 years is better than : 42.90 vs. HAMVX (39.65).
HAMVXVMVIXHAMVX / VMVIX
Total Expense Ratio0.850.19447%
Annual Report Gross Expense Ratio0.910.19479%
Fund Existence22 years18 years-
Gain YTD9.9556.868145%
Front LoadN/AN/A-
Min. Initial Investment5000030001,667%
Min. Initial Investment IRAN/AN/A-
Net Assets297M28B1%
Annual Yield % from dividends1.402.0369%
Returns for 1 year20.1715.86127%
Returns for 3 years15.6414.55107%
Returns for 5 years39.6542.9092%
Returns for 10 years48.6493.1552%
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