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HMCRX vs VMCPX
HMCRX vs VMCPX Comparison
Open Charts HMCRX vs VMCPX
Harbor Mid Cap Retirement
Price$13.53
Change-$0.74 (-5.19%)
VolumeN/A
Net Assets162.69M
Vanguard Mid Cap Index InstitutionalPlus
Price$336.21
Change-$17.46 (-4.94%)
VolumeN/A
Net Assets181.84B
HMCRX vs VMCPX Comparison Chart
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HMCRX vs. VMCPX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 182B vs. HMCRX (163M). VMCPX pays higher dividends than HMCRX: VMCPX (1.61) vs HMCRX (0.63). HMCRX was incepted earlier than VMCPX: HMCRX (5 years) vs VMCPX (14 years). HMCRX (0.89) is less costly to investors than VMCPX (0.03). HMCRX is a more actively managed with annual turnover of: 18.00 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 : 6.65 vs. HMCRX (-1.80). VMCPX return over 5 years is better than : 113.27 vs. HMCRX (96.12).
| HMCRX | VMCPX | HMCRX / VMCPX | |
| Total Expense Ratio | 0.80 | 0.03 | 2,667% |
| Annual Report Gross Expense Ratio | 0.89 | 0.03 | 2,967% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | -2.260 | -0.622 | 363% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 182B | 0% |
| Annual Yield % from dividends | 0.63 | 1.61 | 39% |
| Returns for 1 year | -1.80 | 6.65 | -27% |
| Returns for 3 years | 2.09 | 9.79 | 21% |
| Returns for 5 years | 96.12 | 113.27 | 85% |
| Returns for 10 years | N/A | 106.31 | - |