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HMCRX vs VMCPX
HMCRX vs VMCPX Comparison
Open Charts HMCRX vs VMCPX
Harbor Mid Cap Retirement
Price$13.95
Change-$0.10 (-0.71%)
VolumeN/A
Net Assets158.89M
Vanguard Mid Cap Index InstitutionalPlus
Price$359.58
Change-$1.08 (-0.30%)
VolumeN/A
Net Assets175.12B
HMCRX vs VMCPX Comparison Chart
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HMCRX vs. VMCPX commentary
May 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. HMCRX (159M). VMCPX pays higher dividends than HMCRX: VMCPX (1.62) vs HMCRX (0.65). HMCRX was incepted earlier than VMCPX: HMCRX (5 years) vs VMCPX (14 years). HMCRX (0.86) is less costly to investors than VMCPX (0.03). HMCRX is a more actively managed with annual turnover of: 18.00 vs. VMCPX (16.00). 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 : 9.29 vs. HMCRX (-0.11). VMCPX return over 5 years is better than : 74.03 vs. HMCRX (53.55).
| HMCRX | VMCPX | HMCRX / VMCPX | |
| Total Expense Ratio | 0.80 | 0.03 | 2,667% |
| Annual Report Gross Expense Ratio | 0.86 | 0.03 | 2,867% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | -4.452 | 1.039 | -429% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 175B | 0% |
| Annual Yield % from dividends | 0.65 | 1.62 | 40% |
| Returns for 1 year | -0.11 | 9.29 | -1% |
| Returns for 3 years | 8.62 | 29.44 | 29% |
| Returns for 5 years | 53.55 | 74.03 | 72% |
| Returns for 10 years | N/A | 109.88 | - |
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