Harbor Mid Cap Value Fund (HAMVX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HAMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HAMVX
HAMVX charges 0.85% annually. There are 41 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | HAMVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.70B | Sep 2011 | HAMVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | HAMVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | HAMVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | HAMVX vs VMVIX |
Best Risk-Adjusted Alternatives to HAMVX
HAMVX has a PortfoliosLab risk / return rank of 84. There is 1 mutual fund in the Mid Cap Value Equities category with a higher risk-adjusted rank, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 87 | — | Nov 2001 | HAMVX vs SMVTX | |
| Ariel Focus Fund | 82 | — | Jun 2005 | HAMVX vs ARFFX | |
| Invesco Value Opportunities Fund Class Y | 81 | — | Mar 2005 | HAMVX vs VVOIX | |
| Invesco V.I. American Value Fund | 80 | — | Jan 1997 | HAMVX vs UMCVX | |
| Invesco Value Opportunities Fund | 80 | — | Jun 2001 | HAMVX vs VVOAX |
Top Performing HAMVX Alternatives (YTD)
HAMVX is at 16.11% YTD. There are 25 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 20.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 20.64% | — | Dec 1983 | HAMVX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 20.62% | — | Jul 1995 | HAMVX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 20.50% | — | Sep 1996 | HAMVX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 20.37% | — | Aug 1986 | HAMVX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 20.11% | — | Aug 2001 | HAMVX vs FVCSX |
Lowest Volatility Alternatives to HAMVX
HAMVX has 13.48% 1-year volatility. There are 42 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund | 11.41% | — | Aug 2006 | HAMVX vs VMVIX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.41% | 36.70B | Sep 2011 | HAMVX vs VMVAX | |
| Nuance Mid Cap Value Fund | 11.54% | — | Dec 2013 | HAMVX vs NMAVX | |
| Principal MidCap Value Fund I | 11.73% | — | Dec 2003 | HAMVX vs PVMIX | |
| American Century Mid Cap Value Fund | 11.87% | 5.65B | Mar 2004 | HAMVX vs ACMVX |
Lowest Drawdown Alternatives to HAMVX
HAMVX has a 1-year max drawdown of -6.84%. There are 3 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | HAMVX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | HAMVX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | HAMVX vs FIUSX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.70B | Sep 2011 | HAMVX vs VMVAX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | HAMVX vs FRNKX |
Other Mutual Funds from Harbor
The 10 most viewed Harbor mutual funds shown here include HACAX, HNACX, HAINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Class I | Large Cap Growth Equities | 20 | 10.34% | — | Dec 1987 | HAMVX vs HACAX | |
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 20 | 10.38% | — | — | HAMVX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 15 | 5.49% | — | Dec 1987 | HAMVX vs HAINX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 63 | 24.07% | — | Dec 2001 | HAMVX vs HASCX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 45 | 17.21% | — | Nov 2000 | HAMVX vs HASGX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 26 | 0.58% | — | Dec 1987 | HAMVX vs HABDX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 22 | 0.42% | — | Jun 2018 | HAMVX vs HACBX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 10 | 0.56% | — | Dec 1987 | HAMVX vs HAVLX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 47 | 14.78% | — | Mar 2019 | HAMVX vs HAONX | |
| Harbor Mid Cap Fund | Mid Cap Blend Equities | 47 | 11.94% | — | Dec 2019 | HAMVX vs HMCNX |
Often Compared With HAMVX
Investors most often compare HAMVX with WMCVX, FDEGX, RPMGX. These 19 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare HAMVX with Any Fund or Stock
Compare HAMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HAMVX with funds that move differently
Harbor Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HAMVX.
Explore HAMVX Diversifiers