HMVAX
Price
$15.87
Change
-$0.07 (-0.44%)
Updated
Sep 3 closing price
Net Assets
1.15B
MVCAX
Price
$32.05
Change
-$0.08 (-0.25%)
Updated
Sep 3 closing price
Net Assets
17.15B
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HMVAX vs MVCAX

Header iconHMVAX vs MVCAX Comparison
Open Charts HMVAX vs MVCAXBanner chart's image
Hartford MidCap Value A
Price$15.87
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets1.15B
MFS Mid Cap Value A
Price$32.05
Change-$0.08 (-0.25%)
VolumeN/A
Net Assets17.15B
HMVAX vs MVCAX Comparison Chart in %
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HMVAX vs. MVCAX commentary
Sep 05, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HMVAX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. HMVAX (1.15B). MVCAX pays higher dividends than HMVAX: MVCAX (0.84) vs HMVAX (0.67). HMVAX was incepted earlier than MVCAX: HMVAX (24 years) vs MVCAX (24 years). HMVAX (1.14) is less costly to investors than MVCAX (1.00). HMVAX is a more actively managed with annual turnover of: 132.00 vs. MVCAX (27.00). MVCAX (6%) and HMVAX (6%) have equivalent initial investment costs. MVCAX has a lower initial minimum investment than HMVAX: MVCAX (1000) vs HMVAX (2000). MVCAX annual gain was more profitable for investors over the last year : -4.06 vs. HMVAX (-7.15). MVCAX return over 5 years is better than : 50.87 vs. HMVAX (29.51).
HMVAXMVCAXHMVAX / MVCAX
Total Expense Ratio1.140.99115%
Annual Report Gross Expense Ratio1.141.00114%
Fund Existence24 years24 years-
Gain YTD2.6404.72656%
Front Load6%6%96%
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets1.15B17.2B7%
Annual Yield % from dividends0.670.8480%
Returns for 1 year-7.15-4.06176%
Returns for 3 years1.9516.9012%
Returns for 5 years29.5150.8758%
Returns for 10 years14.1878.4318%
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