Correlation
The correlation between WMCVX and HAMVX is 0.82, 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.
WMCVX vs. HAMVX
Compare and contrast key facts about Wasatch Small Cap Value Fund (WMCVX) and Harbor Mid Cap Value Fund (HAMVX).
WMCVX is managed by Wasatch. It was launched on Dec 17, 1997. HAMVX is managed by Harbor. It was launched on Mar 1, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WMCVX or HAMVX.
Performance
WMCVX vs. HAMVX - Performance Comparison
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Key characteristics
WMCVX:
-0.07
HAMVX:
0.02
WMCVX:
0.03
HAMVX:
0.20
WMCVX:
1.00
HAMVX:
1.03
WMCVX:
-0.09
HAMVX:
0.03
WMCVX:
-0.22
HAMVX:
0.09
WMCVX:
10.97%
HAMVX:
8.88%
WMCVX:
24.77%
HAMVX:
20.43%
WMCVX:
-65.79%
HAMVX:
-65.55%
WMCVX:
-17.47%
HAMVX:
-12.16%
Returns By Period
In the year-to-date period, WMCVX achieves a -8.11% return, which is significantly lower than HAMVX's -0.82% return. Over the past 10 years, WMCVX has outperformed HAMVX with an annualized return of 8.29%, while HAMVX has yielded a comparatively lower 3.50% annualized return.
WMCVX
-8.11%
5.59%
-16.22%
-3.08%
7.96%
13.18%
8.29%
HAMVX
-0.82%
5.15%
-11.80%
-0.81%
1.73%
12.53%
3.50%
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WMCVX vs. HAMVX - Expense Ratio Comparison
WMCVX has a 1.16% expense ratio, which is higher than HAMVX's 0.85% expense ratio.
Risk-Adjusted Performance
WMCVX vs. HAMVX — Risk-Adjusted Performance Rank
WMCVX
HAMVX
WMCVX vs. HAMVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Small Cap Value Fund (WMCVX) and Harbor Mid Cap Value Fund (HAMVX). 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
WMCVX vs. HAMVX - Dividend Comparison
WMCVX's dividend yield for the trailing twelve months is around 18.70%, more than HAMVX's 5.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMCVX Wasatch Small Cap Value Fund | 18.70% | 17.18% | 3.67% | 2.39% | 7.72% | 0.00% | 1.10% | 8.97% | 6.63% | 0.07% | 0.52% | 0.00% |
HAMVX Harbor Mid Cap Value Fund | 5.82% | 5.77% | 7.20% | 8.24% | 1.27% | 2.35% | 3.10% | 8.41% | 3.84% | 3.06% | 3.30% | 1.56% |
Drawdowns
WMCVX vs. HAMVX - Drawdown Comparison
The maximum WMCVX drawdown since its inception was -65.79%, roughly equal to the maximum HAMVX drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for WMCVX and HAMVX.
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Volatility
WMCVX vs. HAMVX - Volatility Comparison
Wasatch Small Cap Value Fund (WMCVX) has a higher volatility of 7.12% compared to Harbor Mid Cap Value Fund (HAMVX) at 5.74%. This indicates that WMCVX's price experiences larger fluctuations and is considered to be riskier than HAMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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