HNMVX
Price
$27.55
Change
-$0.17 (-0.61%)
Updated
Aug 15 closing price
Net Assets
358.93M
MVCAX
Price
$31.70
Change
-$0.20 (-0.63%)
Updated
Aug 15 closing price
Net Assets
17.12B
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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$27.55
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets358.93M
MFS Mid Cap Value A
Price$31.70
Change-$0.20 (-0.63%)
VolumeN/A
Net Assets17.12B
HNMVX vs MVCAX Comparison Chart in %
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HNMVX vs. MVCAX commentary
Aug 17, 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: 17.1B vs. HNMVX (359M). HNMVX pays higher dividends than MVCAX: HNMVX (1.36) vs MVCAX (0.86). 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 : 5.92 vs. MVCAX (-3.52). HNMVX return over 5 years is better than : 67.51 vs. MVCAX (47.65).
HNMVXMVCAXHNMVX / MVCAX
Total Expense Ratio0.770.9978%
Annual Report Gross Expense Ratio0.821.0082%
Fund Existence9 years24 years-
Gain YTD7.0733.325213%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets359M17.1B2%
Annual Yield % from dividends1.360.86158%
Returns for 1 year5.92-3.52-168%
Returns for 3 years11.676.81171%
Returns for 5 years67.5147.65142%
Returns for 10 yearsN/A63.09-
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