HNMVX
Price
$25.78
Change
+$0.09 (+0.35%)
Updated
Jun 20 closing price
Net Assets
339.42M
MVCAX
Price
$30.15
Change
+$0.05 (+0.17%)
Updated
Jun 20 closing price
Net Assets
16.6B
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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$25.78
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets339.42M
MFS Mid Cap Value A
Price$30.15
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets16.6B
HNMVX vs MVCAX Comparison Chart in %
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HNMVX vs. MVCAX commentary
Jun 22, 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 Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. HNMVX (339M). HNMVX pays higher dividends than MVCAX: HNMVX (1.42) vs MVCAX (0.89). HNMVX was incepted earlier than MVCAX: HNMVX (9 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 : 2.90 vs. MVCAX (-4.22). HNMVX return over 5 years is better than : 70.11 vs. MVCAX (51.36).
HNMVXMVCAXHNMVX / MVCAX
Total Expense Ratio0.770.9978%
Annual Report Gross Expense Ratio0.821.0082%
Fund Existence9 years24 years-
Gain YTD0.194-1.728-11%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets339M16.6B2%
Annual Yield % from dividends1.420.89159%
Returns for 1 year2.90-4.22-69%
Returns for 3 years18.4215.58118%
Returns for 5 years70.1151.36137%
Returns for 10 yearsN/A52.11-
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