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HMCRX vs VMCPX
HMCRX vs VMCPX Comparison
Open Charts HMCRX vs VMCPX
Harbor Mid Cap Retirement
Price$15.15
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets166.96M
Vanguard Mid Cap Index InstitutionalPlus
Price$369.40
Change+$1.85 (+0.50%)
VolumeN/A
Net Assets176.87B
HMCRX vs VMCPX Comparison Chart
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HMCRX vs. VMCPX commentary
Jan 19, 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: 177B vs. HMCRX (167M). 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 : 20.83 vs. HMCRX (14.17). VMCPX return over 5 years is better than : 50.74 vs. HMCRX (44.54).
| 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 | 3.767 | 3.732 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 177B | 0% |
| Annual Yield % from dividends | 0.59 | 1.51 | 39% |
| Returns for 1 year | 14.17 | 20.83 | 68% |
| Returns for 3 years | 5.85 | 15.31 | 38% |
| Returns for 5 years | 44.54 | 50.74 | 88% |
| Returns for 10 years | N/A | 130.53 | - |
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