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HMVAX vs MVCAX
HMVAX vs MVCAX Comparison
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HMVAX vs MVCAX Comparison Chart in %
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HMVAX vs. MVCAX commentary
Aug 12, 2026
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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.8B vs. HMVAX (1.24B). MVCAX pays higher dividends than HMVAX: MVCAX (1.09) vs HMVAX (0.62). HMVAX was incepted earlier than MVCAX: HMVAX (25 years) vs MVCAX (25 years). HMVAX (1.13) is less costly to investors than MVCAX (0.98). HMVAX is a more actively managed with annual turnover of: 192.00 vs. MVCAX (24.00). MVCAX (6%) and HMVAX (6%) have equivalent initial investment costs. MVCAX has a lower initial minimum investment than HMVAX: MVCAX (1000) vs HMVAX (2000). HMVAX annual gain was more profitable for investors over the last year : 18.57 vs. MVCAX (14.75). MVCAX return over 5 years is better than : 18.01 vs. HMVAX (5.44).
| HMVAX | MVCAX | HMVAX / MVCAX | |
| Total Expense Ratio | 1.13 | 0.97 | 116% |
| Annual Report Gross Expense Ratio | 1.13 | 0.98 | 115% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 17.636 | 17.592 | 100% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 17.8B | 7% |
| Annual Yield % from dividends | 0.62 | 1.09 | 57% |
| Returns for 1 year | 18.57 | 14.75 | 126% |
| Returns for 3 years | 14.33 | 25.43 | 56% |
| Returns for 5 years | 5.44 | 18.01 | 30% |
| Returns for 10 years | 31.20 | 87.71 | 36% |
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