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HMVAX vs MVCAX
HMVAX vs MVCAX Comparison
Open Charts HMVAX vs MVCAX
HMVAX vs MVCAX Comparison Chart
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HMVAX vs. MVCAX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. HMVAX (1.1B). MVCAX pays higher dividends than HMVAX: MVCAX (0.89) vs HMVAX (0.71). 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 : -5.05 vs. HMVAX (-8.52). MVCAX return over 5 years is better than : 40.08 vs. HMVAX (16.78).
| HMVAX | MVCAX | HMVAX / MVCAX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 1.00 | 114% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -3.606 | -2.151 | 168% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 16.7B | 7% |
| Annual Yield % from dividends | 0.71 | 0.89 | 79% |
| Returns for 1 year | -8.52 | -5.05 | 169% |
| Returns for 3 years | -13.05 | 0.85 | -1,530% |
| Returns for 5 years | 16.78 | 40.08 | 42% |
| Returns for 10 years | -2.89 | 55.19 | -5% |
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