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HMCRX vs VMCPX
HMCRX vs VMCPX Comparison
Open Charts HMCRX vs VMCPX
Harbor Mid Cap Retirement
Price$14.52
Change-$0.32 (-2.16%)
VolumeN/A
Net Assets165.48M
Vanguard Mid Cap Index InstitutionalPlus
Price$364.96
Change-$7.05 (-1.90%)
VolumeN/A
Net Assets184.83B
HMCRX vs VMCPX Comparison Chart
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HMCRX vs. VMCPX commentary
Feb 23, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. HMCRX (165M). VMCPX pays higher dividends than HMCRX: VMCPX (1.51) vs HMCRX (0.59). HMCRX was incepted earlier than VMCPX: HMCRX (5 years) vs VMCPX (14 years). HMCRX is a more actively managed with annual turnover of: 19.00 vs. VMCPX (13.00). HMCRX has a lower initial minimum investment than VMCPX: HMCRX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 14.06 vs. HMCRX (4.05). VMCPX return over 5 years is better than : 48.48 vs. HMCRX (37.76).
| HMCRX | VMCPX | HMCRX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | -0.548 | 2.485 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 185B | 0% |
| Annual Yield % from dividends | 0.59 | 1.51 | 39% |
| Returns for 1 year | 4.05 | 14.06 | 29% |
| Returns for 3 years | 6.28 | 19.70 | 32% |
| Returns for 5 years | 37.76 | 48.48 | 78% |
| Returns for 10 years | N/A | 114.38 | - |