HAINX vs. FLMVX
Compare and contrast key facts about Harbor International Fund (HAINX) and JPMorgan Mid Cap Value Fund (FLMVX).
HAINX is managed by Harbor. It was launched on Dec 29, 1987. FLMVX is managed by JPMorgan Chase. It was launched on Nov 13, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAINX or FLMVX.
Correlation
The correlation between HAINX and FLMVX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HAINX vs. FLMVX - Performance Comparison
Key characteristics
HAINX:
0.55
FLMVX:
-0.30
HAINX:
0.86
FLMVX:
-0.27
HAINX:
1.12
FLMVX:
0.96
HAINX:
0.31
FLMVX:
-0.19
HAINX:
1.93
FLMVX:
-0.57
HAINX:
4.85%
FLMVX:
10.20%
HAINX:
17.03%
FLMVX:
19.50%
HAINX:
-62.61%
FLMVX:
-59.54%
HAINX:
-20.68%
FLMVX:
-24.28%
Returns By Period
In the year-to-date period, HAINX achieves a 9.20% return, which is significantly higher than FLMVX's -4.90% return. Over the past 10 years, HAINX has underperformed FLMVX with an annualized return of -1.54%, while FLMVX has yielded a comparatively higher 0.35% annualized return.
HAINX
9.20%
0.77%
5.45%
9.57%
11.80%
-1.54%
FLMVX
-4.90%
-2.21%
-14.40%
-5.86%
3.83%
0.35%
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HAINX vs. FLMVX - Expense Ratio Comparison
HAINX has a 0.77% expense ratio, which is higher than FLMVX's 0.75% expense ratio.
Risk-Adjusted Performance
HAINX vs. FLMVX — Risk-Adjusted Performance Rank
HAINX
FLMVX
HAINX vs. FLMVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor International Fund (HAINX) and JPMorgan Mid Cap Value Fund (FLMVX). 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.
Dividends
HAINX vs. FLMVX - Dividend Comparison
HAINX's dividend yield for the trailing twelve months is around 3.54%, more than FLMVX's 1.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAINX Harbor International Fund | 3.54% | 3.86% | 3.55% | 3.32% | 2.15% | 1.05% | 3.12% | 2.46% | 1.84% | 1.99% | 1.82% | 2.19% |
FLMVX JPMorgan Mid Cap Value Fund | 1.10% | 1.05% | 1.32% | 1.25% | 0.81% | 1.22% | 1.30% | 1.75% | 0.91% | 0.87% | 0.93% | 1.08% |
Drawdowns
HAINX vs. FLMVX - Drawdown Comparison
The maximum HAINX drawdown since its inception was -62.61%, which is greater than FLMVX's maximum drawdown of -59.54%. Use the drawdown chart below to compare losses from any high point for HAINX and FLMVX. For additional features, visit the drawdowns tool.
Volatility
HAINX vs. FLMVX - Volatility Comparison
The current volatility for Harbor International Fund (HAINX) is 10.80%, while JPMorgan Mid Cap Value Fund (FLMVX) has a volatility of 11.57%. This indicates that HAINX experiences smaller price fluctuations and is considered to be less risky than FLMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.