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HIMVX vs MVCAX
HIMVX vs MVCAX Comparison
Open Charts HIMVX vs MVCAX
Harbor Mid Cap Value Investor
Price$28.76
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets373.74M
HIMVX vs MVCAX Comparison Chart in %
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HIMVX vs. MVCAX commentary
Sep 07, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HIMVX (374M). HIMVX (0.86) and MVCAX (0.84) have matching dividends . HIMVX was incepted earlier than MVCAX: HIMVX (23 years) vs MVCAX (24 years). HIMVX (1.25) 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 : 8.74 vs. MVCAX (-2.57). HIMVX return over 5 years is better than : 72.41 vs. MVCAX (52.00).
| HIMVX | MVCAX | HIMVX / MVCAX | |
| Total Expense Ratio | 1.20 | 0.99 | 121% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 11.387 | 5.508 | 207% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 17.3B | 2% |
| Annual Yield % from dividends | 0.86 | 0.84 | 103% |
| Returns for 1 year | 8.74 | -2.57 | -341% |
| Returns for 3 years | 26.62 | 18.36 | 145% |
| Returns for 5 years | 72.41 | 52.00 | 139% |
| Returns for 10 years | 53.29 | 75.57 | 71% |
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