Correlation
The correlation between HAMVX and WGROX is 0.85, 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. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAMVX or WGROX.
Performance
HAMVX vs. WGROX - Performance Comparison
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Key characteristics
HAMVX:
0.02
WGROX:
0.22
HAMVX:
0.20
WGROX:
0.43
HAMVX:
1.03
WGROX:
1.05
HAMVX:
0.03
WGROX:
0.15
HAMVX:
0.09
WGROX:
0.41
HAMVX:
8.88%
WGROX:
9.84%
HAMVX:
20.43%
WGROX:
24.22%
HAMVX:
-65.55%
WGROX:
-61.61%
HAMVX:
-12.16%
WGROX:
-16.22%
Returns By Period
In the year-to-date period, HAMVX achieves a -0.82% return, which is significantly higher than WGROX's -7.43% return. Over the past 10 years, HAMVX has underperformed WGROX with an annualized return of 3.50%, while WGROX has yielded a comparatively higher 10.61% annualized return.
HAMVX
-0.82%
5.28%
-11.80%
0.42%
1.73%
12.53%
3.50%
WGROX
-7.43%
4.34%
-15.50%
5.28%
8.95%
10.18%
10.61%
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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.
Risk-Adjusted Performance
HAMVX vs. WGROX — Risk-Adjusted Performance Rank
HAMVX
WGROX
HAMVX vs. WGROX - Risk-Adjusted Performance 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.
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Dividends
HAMVX vs. WGROX - Dividend Comparison
HAMVX's dividend yield for the trailing twelve months is around 5.82%, less than WGROX's 9.96% 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% |
WGROX Wasatch Core Growth Fund | 9.96% | 9.22% | 0.00% | 0.71% | 16.82% | 7.21% | 10.73% | 10.14% | 6.24% | 0.15% | 12.70% | 2.52% |
Drawdowns
HAMVX vs. WGROX - Drawdown Comparison
The maximum HAMVX drawdown since its inception was -65.55%, which is greater than WGROX's maximum drawdown of -61.61%. Use the drawdown chart below to compare losses from any high point for HAMVX and WGROX.
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Volatility
HAMVX vs. WGROX - Volatility Comparison
The current volatility for Harbor Mid Cap Value Fund (HAMVX) is 5.74%, while Wasatch Core Growth Fund (WGROX) has a volatility of 7.44%. 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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