HIMVX
Price
$22.80
Change
-$1.16 (-4.84%)
Updated
Apr 4 closing price
Net Assets
315.41M
MVCAX
Price
$27.00
Change
-$1.58 (-5.53%)
Updated
Apr 4 closing price
Net Assets
16B
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HIMVX vs MVCAX

Header iconHIMVX vs MVCAX Comparison
Open Charts HIMVX vs MVCAXBanner chart's image
Harbor Mid Cap Value Investor
Price$22.80
Change-$1.16 (-4.84%)
VolumeN/A
Net Assets315.41M
MFS Mid Cap Value A
Price$27.00
Change-$1.58 (-5.53%)
VolumeN/A
Net Assets16B
HIMVX vs MVCAX Comparison Chart
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HIMVX vs. MVCAX commentary
Apr 05, 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 HIMVX is a Hold and MVCAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16B vs. HIMVX (315M). HIMVX pays higher dividends than MVCAX: HIMVX (0.97) vs MVCAX (0.90). HIMVX was incepted earlier than MVCAX: HIMVX (22 years) vs MVCAX (24 years). HIMVX (1.27) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. HIMVX (22.00). MVCAX has a lower initial minimum investment than HIMVX: MVCAX (1000) vs HIMVX (2500). HIMVX annual gain was more profitable for investors over the last year : -3.37 vs. MVCAX (-4.59). HIMVX return over 5 years is better than : 124.35 vs. MVCAX (96.65).
HIMVXMVCAXHIMVX / MVCAX
Total Expense Ratio1.210.99122%
Annual Report Gross Expense Ratio1.271.00127%
Fund Existence22 years24 years-
Gain YTD-1.239-1.36991%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets315M16B2%
Annual Yield % from dividends0.970.90107%
Returns for 1 year-3.37-4.5973%
Returns for 3 years2.420.73331%
Returns for 5 years124.3596.65129%
Returns for 10 years24.8555.2345%
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