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HMCRX vs VIMSX
HMCRX vs VIMSX Comparison
Open Charts HMCRX vs VIMSX
Harbor Mid Cap Retirement
Price$15.12
Change-$0.09 (-0.59%)
VolumeN/A
Net Assets170.32M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
HMCRX vs VIMSX Comparison Chart in %
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HMCRX vs. VIMSX commentary
Aug 16, 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 HMCRX is a StrongBuy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. HMCRX (170M). VIMSX pays higher dividends than HMCRX: VIMSX (1.37) vs HMCRX (0.59). HMCRX was incepted earlier than VIMSX: HMCRX (6 years) vs VIMSX (27 years). HMCRX (0.86) is less costly to investors than VIMSX (0.17). HMCRX is a more actively managed with annual turnover of: 18.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than HMCRX: VIMSX (3000) vs HMCRX (1000000). VIMSX annual gain was more profitable for investors over the last year : 14.59 vs. HMCRX (5.10). VIMSX return over 5 years is better than : 62.56 vs. HMCRX (46.91).
| HMCRX | VIMSX | HMCRX / VIMSX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 0.86 | 0.17 | 506% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 4.178 | 8.555 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 197B | 0% |
| Annual Yield % from dividends | 0.59 | 1.37 | 43% |
| Returns for 1 year | 5.10 | 14.59 | 35% |
| Returns for 3 years | 10.06 | 26.70 | 38% |
| Returns for 5 years | 46.91 | 62.56 | 75% |
| Returns for 10 years | N/A | 125.64 | - |
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