HAMVX vs. WGROX
HAMVX (Harbor Mid Cap Value Fund) and WGROX (Wasatch Core Growth Fund) are both mutual funds - HAMVX is a Mid Cap Value Equities fund managed by Harbor, while WGROX is a Small Cap Growth Equities fund managed by Wasatch. Over the past 10 years, HAMVX returned 10.88%/yr vs 10.66%/yr for WGROX. Their correlation of 0.86 means they have usually moved in the same direction. HAMVX charges 0.85%/yr vs 1.17%/yr for WGROX.
Performance
HAMVX vs. WGROX - Performance Comparison
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Returns By Period
In the year-to-date period, HAMVX achieves a 24.15% return, which is significantly higher than WGROX's 5.28% return. Both investments have delivered pretty close results over the past 10 years, with HAMVX having a 10.88% annualized return and WGROX not far behind at 10.66%.
HAMVX
- 1D
- -0.20%
- 1M
- 3.58%
- 6M
- 18.01%
- YTD
- 24.15%
- 1Y
- 41.11%
- 3Y*
- 19.07%
- 5Y*
- 13.22%
- 10Y*
- 10.88%
- ALL TIME*
- 8.92%
WGROX
- 1D
- 1.14%
- 1M
- -1.75%
- 6M
- 2.49%
- YTD
- 5.28%
- 1Y
- 0.46%
- 3Y*
- 5.42%
- 5Y*
- 0.42%
- 10Y*
- 10.66%
- ALL TIME*
- 11.07%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
HAMVX vs. WGROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HAMVX Harbor Mid Cap Value Fund | 24.15% | 16.00% | 12.10% | 16.42% | -5.63% | 29.93% | -3.77% | 22.93% | -17.82% | 12.01% |
WGROX Wasatch Core Growth Fund | 5.28% | -10.37% | 13.13% | 33.43% | -30.86% | 20.76% | 36.73% | 33.31% | -3.75% | 24.29% |
Correlation
The correlation between HAMVX and WGROX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Mar 4, 2002 | 0.86 |
The correlation between HAMVX and WGROX has been stable across timeframes, ranging from 0.79 to 0.86 - a consistent structural relationship.
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Return for Risk
HAMVX vs. WGROX — Risk / Return Rank
HAMVX
WGROX
HAMVX vs. WGROX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Mid Cap Value Fund (HAMVX) and Wasatch Core Growth Fund (WGROX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HAMVX | WGROX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.12 | ||
| Sortino ratioReturn per unit of downside risk | +4.40 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 0.99 | +0.54 |
| Calmar ratioReturn relative to maximum drawdown | 5.68 | -0.18 | +5.86 |
| Martin ratioReturn relative to average drawdown | 21.30 | -0.48 | +21.78 |
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Drawdowns
HAMVX vs. WGROX - Drawdown Comparison
The maximum HAMVX drawdown since its inception was -64.17%, roughly equal to the maximum WGROX drawdown of -61.61%. Use the drawdown chart below to compare losses from any high point for HAMVX and WGROX.
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Drawdown Indicators
| HAMVX | WGROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.17% | -61.61% | -2.56% |
Max Drawdown (1Y)Largest decline over 1 year | -6.84% | -14.95% | +8.11% |
Max Drawdown (3Y)Largest decline over 3 years | -21.04% | -27.61% | +6.57% |
Max Drawdown (5Y)Largest decline over 5 years | -21.04% | -40.16% | +19.12% |
Max Drawdown (10Y)Largest decline over 10 years | -51.44% | -40.16% | -11.28% |
Current DrawdownCurrent decline from peak | -0.93% | -14.59% | +13.66% |
Average DrawdownAverage peak-to-trough decline | -9.92% | -9.92% | 0.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 6.11% | -4.29% |
Volatility
HAMVX vs. WGROX - Volatility Comparison
The current volatility for Harbor Mid Cap Value Fund (HAMVX) is 2.94%, while Wasatch Core Growth Fund (WGROX) has a volatility of 4.91%. This indicates that HAMVX experiences smaller price fluctuations and is considered to be less risky than WGROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HAMVX | WGROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 4.91% | -1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 14.59% | -5.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.06% | 19.69% | -6.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.60% | 23.09% | -4.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.80% | 23.32% | -1.52% |
HAMVX vs. WGROX - Expense Ratio Comparison
HAMVX has a 0.85% expense ratio, which is lower than WGROX's 1.17% expense ratio.
Dividends
HAMVX vs. WGROX - Dividend Comparison
HAMVX's dividend yield for the trailing twelve months is around 6.98%, less than WGROX's 8.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAMVX Harbor Mid Cap Value Fund | 6.98% | 8.67% | 5.77% | 7.20% | 8.24% | 1.27% | 2.35% | 3.10% | 8.41% | 3.84% | 3.06% | 3.30% |
WGROX Wasatch Core Growth Fund | 8.12% | 8.55% | 9.22% | 0.00% | 0.71% | 16.82% | 7.21% | 10.73% | 10.14% | 6.24% | 0.15% | 12.70% |
Frequently Asked Questions
HAMVX and WGROX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WGROX has higher volatility (4.91%) compared to HAMVX (2.94%). In terms of maximum drawdown, HAMVX dropped -64.17% vs WGROX's -61.61%.
HAMVX currently has the higher Sharpe Ratio (2.98 vs -0.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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