HAMVX vs. FXAIX
Compare and contrast key facts about Harbor Mid Cap Value Fund (HAMVX) and Fidelity 500 Index Fund (FXAIX).
HAMVX is managed by Harbor. It was launched on Mar 1, 2002. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAMVX or FXAIX.
Correlation
The correlation between HAMVX and FXAIX is 0.83, 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
HAMVX vs. FXAIX - Performance Comparison
Key characteristics
HAMVX:
0.85
FXAIX:
1.97
HAMVX:
1.27
FXAIX:
2.64
HAMVX:
1.16
FXAIX:
1.36
HAMVX:
1.01
FXAIX:
2.98
HAMVX:
2.58
FXAIX:
12.34
HAMVX:
4.81%
FXAIX:
2.04%
HAMVX:
14.64%
FXAIX:
12.79%
HAMVX:
-65.55%
FXAIX:
-33.79%
HAMVX:
-8.72%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, HAMVX achieves a 3.07% return, which is significantly lower than FXAIX's 4.11% return. Over the past 10 years, HAMVX has underperformed FXAIX with an annualized return of 3.99%, while FXAIX has yielded a comparatively higher 13.13% annualized return.
HAMVX
3.07%
0.45%
1.56%
9.32%
6.59%
3.99%
FXAIX
4.11%
2.86%
10.80%
23.21%
14.39%
13.13%
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HAMVX vs. FXAIX - Expense Ratio Comparison
HAMVX has a 0.85% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
HAMVX vs. FXAIX — Risk-Adjusted Performance Rank
HAMVX
FXAIX
HAMVX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Mid Cap Value Fund (HAMVX) and Fidelity 500 Index Fund (FXAIX). 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
HAMVX vs. FXAIX - Dividend Comparison
HAMVX's dividend yield for the trailing twelve months is around 1.33%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAMVX Harbor Mid Cap Value Fund | 1.33% | 1.37% | 1.62% | 1.77% | 1.26% | 2.35% | 2.42% | 1.97% | 1.32% | 1.62% | 1.42% | 0.93% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
HAMVX vs. FXAIX - Drawdown Comparison
The maximum HAMVX drawdown since its inception was -65.55%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for HAMVX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
HAMVX vs. FXAIX - Volatility Comparison
Harbor Mid Cap Value Fund (HAMVX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 3.23% and 3.21%, 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.