Harbor Mid Cap Value Fund (HAMVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HAMVX
HAMVX charges 0.85% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among HAMVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | HAMVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HAMVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | HAMVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | HAMVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | HAMVX vs VMVIX |
Best Risk-Adjusted Alternatives to HAMVX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | HAMVX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | HAMVX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | HAMVX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | HAMVX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | HAMVX vs VVOAX |
Top Performing HAMVX Alternatives (YTD)
HAMVX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | HAMVX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | HAMVX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | HAMVX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | HAMVX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | HAMVX vs HWMIX |
Lowest Volatility Alternatives to HAMVX
HAMVX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | HAMVX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | HAMVX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | HAMVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | HAMVX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | HAMVX vs RSVAX |
Lowest Drawdown Alternatives to HAMVX
HAMVX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | HAMVX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | HAMVX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | HAMVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | HAMVX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | HAMVX vs CISMX |
Other Mutual Funds from Harbor
Most popular Harbor mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Class I | Large Cap Growth Equities | 15 | -14.13% | Dec 29, 1987 | HAMVX vs HACAX | |
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 15 | -14.12% | — | HAMVX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 39 | -3.96% | Dec 29, 1987 | HAMVX vs HAINX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 60 | -0.23% | Dec 29, 1987 | HAMVX vs HABDX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 36 | -3.83% | Nov 1, 2000 | HAMVX vs HASGX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 58 | -0.14% | Jun 1, 2018 | HAMVX vs HACBX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 63 | 8.12% | Dec 14, 2001 | HAMVX vs HASCX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 17 | -3.93% | Dec 29, 1987 | HAMVX vs HAVLX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 71 | -1.42% | Mar 1, 2019 | HAMVX vs HAONX | |
| Harbor Mid Cap Fund | Mid Cap Blend Equities | 38 | 0.58% | Dec 2, 2019 | HAMVX vs HMCNX |
Often Compared With HAMVX
What investors most often compare with HAMVX, 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.