HIMVX
Price
$27.00
Change
-$0.86 (-3.09%)
Updated
Dec 18 closing price
MVCAX
Price
$30.38
Change
-$0.94 (-3.00%)
Updated
Dec 18 closing price
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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$27.00
Change-$0.86 (-3.09%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$30.38
Change-$0.94 (-3.00%)
VolumeN/A
CapitalizationN/A
HIMVX vs MVCAX Comparison Chart
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HIMVX vs. MVCAX commentary
Dec 19, 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 HIMVX is a Hold and MVCAX is a Hold.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. HIMVX (400M). MVCAX pays higher dividends than HIMVX: MVCAX (1.16) vs HIMVX (1.06). HIMVX was incepted earlier than MVCAX: HIMVX (22 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. HIMVX (10.00). 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 : 9.39 vs. MVCAX (7.20). HIMVX (33.41) and MVCAX (32.46) have equivalent 5 years return.
HIMVXMVCAXHIMVX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence22 years23 years-
Gain YTD14.3685.872245%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets400M17.5B2%
Annual Yield % from dividends1.061.1692%
Returns for 1 year9.397.20130%
Returns for 3 years13.925.74242%
Returns for 5 years33.4132.46103%
Returns for 10 years40.8268.2560%
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