DFVEX vs. HNMVX
DFVEX (DFA U.S. Vector Equity Fund) and HNMVX (Harbor Mid Cap Value Fund Retirement Class) are both Mid Cap Value Equities funds. Over the past 10 years, DFVEX returned 12.08%/yr vs 11.08%/yr for HNMVX. Their correlation of 0.95 means they have usually moved in the same direction. DFVEX charges 0.28%/yr vs 0.77%/yr for HNMVX.
Performance
DFVEX vs. HNMVX - Performance Comparison
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Returns By Period
In the year-to-date period, DFVEX achieves a 13.89% return, which is significantly lower than HNMVX's 23.70% return. Over the past 10 years, DFVEX has outperformed HNMVX with an annualized return of 12.08%, while HNMVX has yielded a comparatively lower 11.08% annualized return.
DFVEX
- 1D
- 0.99%
- 1M
- 0.84%
- 6M
- 10.03%
- YTD
- 13.89%
- 1Y
- 25.86%
- 3Y*
- 15.60%
- 5Y*
- 11.28%
- 10Y*
- 12.08%
- ALL TIME*
- 9.33%
HNMVX
- 1D
- -0.41%
- 1M
- 3.16%
- 6M
- 17.58%
- YTD
- 23.70%
- 1Y
- 40.62%
- 3Y*
- 19.16%
- 5Y*
- 13.21%
- 10Y*
- 11.08%
- ALL TIME*
- 11.42%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DFVEX vs. HNMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFVEX DFA U.S. Vector Equity Fund | 13.89% | 13.66% | 14.36% | 17.60% | -9.96% | 32.10% | 7.53% | 26.11% | -13.24% | 14.15% |
HNMVX Harbor Mid Cap Value Fund Retirement Class | 23.70% | 16.06% | 12.22% | 16.52% | -5.58% | 30.06% | -3.70% | 23.06% | -17.76% | 12.09% |
Correlation
The correlation between DFVEX and HNMVX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Mar 1, 2016 | 0.95 |
The correlation between DFVEX and HNMVX shifts across timeframes, from 0.84 (1 year) to 0.95 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
DFVEX vs. HNMVX — Risk / Return Rank
DFVEX
HNMVX
DFVEX vs. HNMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Vector Equity Fund (DFVEX) and Harbor Mid Cap Value Fund Retirement Class (HNMVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DFVEX | HNMVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.10 | ||
| Sortino ratioReturn per unit of downside risk | -1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.54 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.79 | 5.71 | -2.93 |
| Martin ratioReturn relative to average drawdown | 11.51 | 21.49 | -9.97 |
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Drawdowns
DFVEX vs. HNMVX - Drawdown Comparison
The maximum DFVEX drawdown since its inception was -62.71%, which is greater than HNMVX's maximum drawdown of -51.33%. Use the drawdown chart below to compare losses from any high point for DFVEX and HNMVX.
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Drawdown Indicators
| DFVEX | HNMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.71% | -51.33% | -11.38% |
Max Drawdown (1Y)Largest decline over 1 year | -8.45% | -6.84% | -1.61% |
Max Drawdown (3Y)Largest decline over 3 years | -21.20% | -21.00% | -0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -21.20% | -21.00% | -0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -42.20% | -51.33% | +9.13% |
Current DrawdownCurrent decline from peak | -0.49% | -1.31% | +0.82% |
Average DrawdownAverage peak-to-trough decline | -9.05% | -7.02% | -2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 1.82% | +0.24% |
Volatility
DFVEX vs. HNMVX - Volatility Comparison
DFA U.S. Vector Equity Fund (DFVEX) and Harbor Mid Cap Value Fund Retirement Class (HNMVX) have volatilities of 2.80% and 2.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFVEX | HNMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 2.94% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 9.34% | 8.87% | +0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.38% | 13.01% | -0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.08% | 18.70% | -0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.04% | 21.84% | -1.80% |
DFVEX vs. HNMVX - Expense Ratio Comparison
DFVEX has a 0.28% expense ratio, which is lower than HNMVX's 0.77% expense ratio.
Dividends
DFVEX vs. HNMVX - Dividend Comparison
DFVEX's dividend yield for the trailing twelve months is around 1.09%, less than HNMVX's 7.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFVEX DFA U.S. Vector Equity Fund | 1.09% | 0.91% | 1.26% | 3.33% | 4.94% | 9.56% | 1.28% | 2.98% | 4.09% | 4.41% | 3.46% | 4.59% |
HNMVX Harbor Mid Cap Value Fund Retirement Class | 7.09% | 8.77% | 5.87% | 7.28% | 8.35% | 1.35% | 2.43% | 3.21% | 8.52% | 3.91% | 3.11% | 0.00% |
Frequently Asked Questions
DFVEX and HNMVX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HNMVX has higher volatility (2.94%) compared to DFVEX (2.80%). In terms of maximum drawdown, DFVEX dropped -62.71% vs HNMVX's -51.33%.
HNMVX currently has the higher Sharpe Ratio (3.01 vs 1.91), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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