HNMVX
Price
$25.56
Change
-$0.34 (-1.31%)
Updated
Jun 13 closing price
Net Assets
341.8M
MVCAX
Price
$30.04
Change
-$0.44 (-1.44%)
Updated
Jun 13 closing price
Net Assets
16.57B
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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$25.56
Change-$0.34 (-1.31%)
VolumeN/A
Net Assets341.8M
MFS Mid Cap Value A
Price$30.04
Change-$0.44 (-1.44%)
VolumeN/A
Net Assets16.57B
HNMVX vs MVCAX Comparison Chart
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HNMVX vs. MVCAX commentary
Jun 15, 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 Hold and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. HNMVX (342M). 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 : 2.10 vs. MVCAX (-4.53). HNMVX return over 5 years is better than : 67.92 vs. MVCAX (51.98).
HNMVXMVCAXHNMVX / MVCAX
Total Expense Ratio0.770.9978%
Annual Report Gross Expense Ratio0.821.0082%
Fund Existence9 years24 years-
Gain YTD-0.661-2.08632%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets342M16.6B2%
Annual Yield % from dividends1.420.89159%
Returns for 1 year2.10-4.53-46%
Returns for 3 years14.4513.00111%
Returns for 5 years67.9251.98131%
Returns for 10 yearsN/A53.51-
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