HAMVX vs. WGROX
Compare and contrast key facts about Harbor Mid Cap Value Fund (HAMVX) and Wasatch Core Growth Fund (WGROX).
HAMVX is managed by Harbor. It was launched on Mar 1, 2002. WGROX is managed by Wasatch. It was launched on Dec 8, 1986.
Performance
HAMVX vs. WGROX - Performance Comparison
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HAMVX vs. WGROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HAMVX Harbor Mid Cap Value Fund | 4.76% | 16.00% | 12.10% | 16.42% | -5.63% | 29.93% | -3.77% | 22.93% | -17.82% | 12.01% |
WGROX Wasatch Core Growth Fund | -5.57% | -10.37% | 13.13% | 33.43% | -30.86% | 20.76% | 36.73% | 33.31% | -3.75% | 24.29% |
Returns By Period
In the year-to-date period, HAMVX achieves a 4.76% return, which is significantly higher than WGROX's -5.57% return. Over the past 10 years, HAMVX has underperformed WGROX with an annualized return of 9.39%, while WGROX has yielded a comparatively higher 10.21% annualized return.
HAMVX
- 1D
- 2.05%
- 1M
- -3.29%
- YTD
- 4.76%
- 6M
- 8.66%
- 1Y
- 24.33%
- 3Y*
- 16.29%
- 5Y*
- 10.02%
- 10Y*
- 9.39%
WGROX
- 1D
- 3.27%
- 1M
- -8.34%
- YTD
- -5.57%
- 6M
- -8.36%
- 1Y
- -6.59%
- 3Y*
- 5.47%
- 5Y*
- -0.24%
- 10Y*
- 10.21%
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HAMVX vs. WGROX - Expense Ratio Comparison
HAMVX has a 0.85% expense ratio, which is lower than WGROX's 1.17% expense ratio.
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.
| HAMVX | WGROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | -0.26 | +1.57 |
Sortino ratioReturn per unit of downside risk | 1.92 | -0.22 | +2.14 |
Omega ratioGain probability vs. loss probability | 1.27 | 0.97 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | -0.39 | +2.26 |
Martin ratioReturn relative to average drawdown | 8.40 | -1.08 | +9.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HAMVX | WGROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | -0.26 | +1.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | -0.01 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.44 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.54 | -0.16 |
Correlation
The correlation between HAMVX and WGROX is 0.86, 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.
Dividends
HAMVX vs. WGROX - Dividend Comparison
HAMVX's dividend yield for the trailing twelve months is around 8.28%, less than WGROX's 9.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAMVX Harbor Mid Cap Value Fund | 8.28% | 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 | 9.06% | 8.55% | 9.22% | 0.00% | 0.71% | 16.82% | 7.21% | 10.73% | 10.14% | 6.24% | 0.15% | 12.70% |
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 | -13.67% | -15.89% | +2.22% |
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 | -4.38% | -23.39% | +19.01% |
Average DrawdownAverage peak-to-trough decline | -10.05% | -9.86% | -0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 5.79% | -2.76% |
Volatility
HAMVX vs. WGROX - Volatility Comparison
The current volatility for Harbor Mid Cap Value Fund (HAMVX) is 4.66%, while Wasatch Core Growth Fund (WGROX) has a volatility of 7.39%. 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 | 4.66% | 7.39% | -2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 10.08% | 14.04% | -3.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.07% | 24.08% | -5.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.94% | 22.91% | -3.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 23.25% | -1.35% |