HNMVX
Price
$27.13
Change
+$0.12 (+0.44%)
Updated
Jul 3 closing price
Net Assets
356.07M
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
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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$27.13
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets356.07M
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
HNMVX vs MVCAX Comparison Chart in %
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HNMVX vs. MVCAX commentary
Jul 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 Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HNMVX (356M). HNMVX pays higher dividends than MVCAX: HNMVX (1.38) vs MVCAX (0.87). 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 : 8.93 vs. MVCAX (1.09). HNMVX return over 5 years is better than : 83.06 vs. MVCAX (60.39).
HNMVXMVCAXHNMVX / MVCAX
Total Expense Ratio0.770.9978%
Annual Report Gross Expense Ratio0.821.0082%
Fund Existence9 years24 years-
Gain YTD5.4412.934185%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets356M17.3B2%
Annual Yield % from dividends1.380.87158%
Returns for 1 year8.931.09818%
Returns for 3 years23.6818.70127%
Returns for 5 years83.0660.39138%
Returns for 10 yearsN/A64.61-
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