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HMVAX
Price
$18.15
Change
-$0.10 (-0.55%)
Updated
Nov 15 closing price
MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
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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$18.15
Change-$0.10 (-0.55%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
HMVAX vs MVCAX Comparison Chart
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HMVAX vs. MVCAX commentary
Nov 18, 2024

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 StrongBuy and MVCAX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. HMVAX (1.08B). MVCAX pays higher dividends than HMVAX: MVCAX (1.16) vs HMVAX (0.57). HMVAX was incepted earlier than MVCAX: HMVAX (24 years) vs MVCAX (23 years). HMVAX is a more actively managed with annual turnover of: 84.00 vs. MVCAX (19.00). 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 : 26.84 vs. HMVAX (18.31). MVCAX return over 5 years is better than : 49.25 vs. HMVAX (24.98).
HMVAXMVCAXHMVAX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years23 years-
Gain YTD14.36717.80181%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B17.9B6%
Annual Yield % from dividends0.571.1650%
Returns for 1 year18.3126.8468%
Returns for 3 years-3.398.55-40%
Returns for 5 years24.9849.2551%
Returns for 10 years9.6678.6412%
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