Correlation
The correlation between HAMVX and VO 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. VO
Compare and contrast key facts about Harbor Mid Cap Value Fund (HAMVX) and Vanguard Mid-Cap ETF (VO).
HAMVX is managed by Harbor. It was launched on Mar 1, 2002. VO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAMVX or VO.
Performance
HAMVX vs. VO - Performance Comparison
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Key characteristics
HAMVX:
0.02
VO:
0.75
HAMVX:
0.20
VO:
1.08
HAMVX:
1.03
VO:
1.15
HAMVX:
0.03
VO:
0.67
HAMVX:
0.09
VO:
2.42
HAMVX:
8.88%
VO:
5.25%
HAMVX:
20.43%
VO:
18.33%
HAMVX:
-65.55%
VO:
-58.88%
HAMVX:
-12.16%
VO:
-4.27%
Returns By Period
In the year-to-date period, HAMVX achieves a -0.82% return, which is significantly lower than VO's 2.74% return. Over the past 10 years, HAMVX has underperformed VO with an annualized return of 3.50%, while VO has yielded a comparatively higher 9.35% annualized return.
HAMVX
-0.82%
5.28%
-11.80%
0.42%
1.73%
12.53%
3.50%
VO
2.74%
5.49%
-4.27%
13.62%
9.32%
12.66%
9.35%
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HAMVX vs. VO - Expense Ratio Comparison
HAMVX has a 0.85% expense ratio, which is higher than VO's 0.04% expense ratio.
Risk-Adjusted Performance
HAMVX vs. VO — Risk-Adjusted Performance Rank
HAMVX
VO
HAMVX vs. VO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Mid Cap Value Fund (HAMVX) and Vanguard Mid-Cap ETF (VO). 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. VO - Dividend Comparison
HAMVX's dividend yield for the trailing twelve months is around 5.82%, more than VO's 1.53% 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% |
VO Vanguard Mid-Cap ETF | 1.53% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
Drawdowns
HAMVX vs. VO - Drawdown Comparison
The maximum HAMVX drawdown since its inception was -65.55%, which is greater than VO's maximum drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for HAMVX and VO.
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Volatility
HAMVX vs. VO - Volatility Comparison
Harbor Mid Cap Value Fund (HAMVX) has a higher volatility of 5.74% compared to Vanguard Mid-Cap ETF (VO) at 4.46%. This indicates that HAMVX's price experiences larger fluctuations and is considered to be riskier than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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