Correlation
The correlation between HAMVX and PRDMX is 0.87, 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.
HAMVX vs. PRDMX
Compare and contrast key facts about Harbor Mid Cap Value Fund (HAMVX) and T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX).
HAMVX is managed by Harbor. It was launched on Mar 1, 2002. PRDMX is managed by T. Rowe Price. It was launched on Dec 31, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAMVX or PRDMX.
Performance
HAMVX vs. PRDMX - Performance Comparison
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Key characteristics
HAMVX:
0.02
PRDMX:
0.91
HAMVX:
0.20
PRDMX:
1.28
HAMVX:
1.03
PRDMX:
1.18
HAMVX:
0.03
PRDMX:
0.83
HAMVX:
0.09
PRDMX:
2.74
HAMVX:
8.88%
PRDMX:
7.63%
HAMVX:
20.43%
PRDMX:
25.08%
HAMVX:
-65.55%
PRDMX:
-57.57%
HAMVX:
-12.16%
PRDMX:
-4.61%
Returns By Period
In the year-to-date period, HAMVX achieves a -0.82% return, which is significantly lower than PRDMX's 5.24% return. Over the past 10 years, HAMVX has underperformed PRDMX with an annualized return of 3.50%, while PRDMX has yielded a comparatively higher 12.00% annualized return.
HAMVX
-0.82%
5.28%
-11.80%
0.42%
1.73%
12.53%
3.50%
PRDMX
5.24%
9.29%
-1.50%
22.71%
15.78%
12.09%
12.00%
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HAMVX vs. PRDMX - Expense Ratio Comparison
HAMVX has a 0.85% expense ratio, which is higher than PRDMX's 0.79% expense ratio.
Risk-Adjusted Performance
HAMVX vs. PRDMX — Risk-Adjusted Performance Rank
HAMVX
PRDMX
HAMVX vs. PRDMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Mid Cap Value Fund (HAMVX) and T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX). 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.
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Dividends
HAMVX vs. PRDMX - Dividend Comparison
HAMVX's dividend yield for the trailing twelve months is around 5.82%, less than PRDMX's 8.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAMVX Harbor Mid Cap Value Fund | 5.82% | 5.77% | 7.20% | 8.24% | 1.26% | 2.35% | 3.11% | 8.41% | 3.84% | 3.06% | 3.30% | 1.56% |
PRDMX T. Rowe Price Diversified Mid Cap Growth Fund | 8.16% | 8.59% | 6.83% | 1.22% | 10.13% | 4.80% | 2.02% | 5.23% | 6.77% | 1.23% | 3.78% | 6.49% |
Drawdowns
HAMVX vs. PRDMX - Drawdown Comparison
The maximum HAMVX drawdown since its inception was -65.55%, which is greater than PRDMX's maximum drawdown of -57.57%. Use the drawdown chart below to compare losses from any high point for HAMVX and PRDMX.
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Volatility
HAMVX vs. PRDMX - Volatility Comparison
The current volatility for Harbor Mid Cap Value Fund (HAMVX) is 5.74%, while T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX) has a volatility of 6.23%. This indicates that HAMVX experiences smaller price fluctuations and is considered to be less risky than PRDMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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