HNMVX
Price
$28.67
Change
+$0.30 (+1.06%)
Updated
Sep 4 closing price
Net Assets
373.74M
MVCAX
Price
$32.37
Change
-$0.00 (-0.00%)
Updated
Sep 5 closing price
Net Assets
17.32B
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HNMVX vs MVCAX

Header iconHNMVX vs MVCAX Comparison
Open Charts HNMVX vs MVCAXBanner chart's image
Harbor Mid Cap Value Retirement
Price$28.67
Change+$0.30 (+1.06%)
VolumeN/A
Net Assets373.74M
MFS Mid Cap Value A
Price$32.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets17.32B
HNMVX vs MVCAX Comparison Chart in %
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HNMVX vs. MVCAX commentary
Sep 07, 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 HNMVX is a StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HNMVX (374M). HNMVX pays higher dividends than MVCAX: HNMVX (1.28) vs MVCAX (0.84). HNMVX was incepted earlier than MVCAX: HNMVX (10 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than HNMVX (0.82). MVCAX is a more actively managed with annual turnover of: 27.00 vs. HNMVX (22.00). MVCAX has a lower initial minimum investment than HNMVX: MVCAX (1000) vs HNMVX (1000000). HNMVX annual gain was more profitable for investors over the last year : 8.95 vs. MVCAX (-2.57). HNMVX return over 5 years is better than : 74.02 vs. MVCAX (52.00).
HNMVXMVCAXHNMVX / MVCAX
Total Expense Ratio0.770.9978%
Annual Report Gross Expense Ratio0.821.0082%
Fund Existence10 years24 years-
Gain YTD11.4265.508207%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets374M17.3B2%
Annual Yield % from dividends1.280.84153%
Returns for 1 year8.95-2.57-349%
Returns for 3 years27.3318.36149%
Returns for 5 years74.0252.00142%
Returns for 10 yearsN/A75.57-
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