Correlation
The correlation between HAMVX and RPMGX 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. RPMGX
Compare and contrast key facts about Harbor Mid Cap Value Fund (HAMVX) and T. Rowe Price Mid-Cap Growth Fund (RPMGX).
HAMVX is managed by Harbor. It was launched on Mar 1, 2002. RPMGX is managed by T. Rowe Price. It was launched on Jun 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAMVX or RPMGX.
Performance
HAMVX vs. RPMGX - Performance Comparison
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Key characteristics
HAMVX:
0.02
RPMGX:
0.14
HAMVX:
0.20
RPMGX:
0.24
HAMVX:
1.03
RPMGX:
1.03
HAMVX:
0.03
RPMGX:
0.06
HAMVX:
0.09
RPMGX:
0.20
HAMVX:
8.88%
RPMGX:
7.25%
HAMVX:
20.43%
RPMGX:
19.72%
HAMVX:
-65.55%
RPMGX:
-54.66%
HAMVX:
-12.16%
RPMGX:
-9.32%
Returns By Period
In the year-to-date period, HAMVX achieves a -0.82% return, which is significantly higher than RPMGX's -2.97% return. Over the past 10 years, HAMVX has underperformed RPMGX with an annualized return of 3.50%, while RPMGX has yielded a comparatively higher 10.10% annualized return.
HAMVX
-0.82%
5.28%
-11.80%
0.42%
1.73%
12.53%
3.50%
RPMGX
-2.97%
5.07%
-8.09%
2.77%
7.27%
7.88%
10.10%
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HAMVX vs. RPMGX - Expense Ratio Comparison
HAMVX has a 0.85% expense ratio, which is higher than RPMGX's 0.72% expense ratio.
Risk-Adjusted Performance
HAMVX vs. RPMGX — Risk-Adjusted Performance Rank
HAMVX
RPMGX
HAMVX vs. RPMGX - 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 Mid-Cap Growth Fund (RPMGX). 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. RPMGX - Dividend Comparison
HAMVX's dividend yield for the trailing twelve months is around 5.82%, less than RPMGX's 10.53% 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% |
RPMGX T. Rowe Price Mid-Cap Growth Fund | 10.53% | 10.22% | 6.35% | 2.60% | 10.52% | 4.53% | 5.29% | 12.12% | 8.04% | 3.45% | 19.01% | 8.84% |
Drawdowns
HAMVX vs. RPMGX - Drawdown Comparison
The maximum HAMVX drawdown since its inception was -65.55%, which is greater than RPMGX's maximum drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for HAMVX and RPMGX.
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Volatility
HAMVX vs. RPMGX - Volatility Comparison
Harbor Mid Cap Value Fund (HAMVX) and T. Rowe Price Mid-Cap Growth Fund (RPMGX) have volatilities of 5.74% and 5.48%, 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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