Interact to see
Advertisement
Advertisement
HMVAX vs MVCAX
HMVAX vs MVCAX Comparison
Open Charts HMVAX vs MVCAX
HMVAX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVAX vs. MVCAX commentary
Jul 22, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. HMVAX (1.22B). MVCAX pays higher dividends than HMVAX: MVCAX (1.11) vs HMVAX (0.61). 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 : 15.43 vs. MVCAX (9.71). MVCAX return over 5 years is better than : 17.67 vs. HMVAX (7.11).
| 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 | 16.667 | 12.936 | 129% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 17.2B | 7% |
| Annual Yield % from dividends | 0.61 | 1.11 | 55% |
| Returns for 1 year | 15.43 | 9.71 | 159% |
| Returns for 3 years | 11.95 | 17.92 | 67% |
| Returns for 5 years | 7.11 | 17.67 | 40% |
| Returns for 10 years | 30.58 | 80.90 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement