HMVCX
Price
$10.15
Change
-$0.27 (-2.59%)
Updated
May 21 closing price
Net Assets
1.12B
MVCAX
Price
$29.78
Change
-$0.72 (-2.36%)
Updated
May 21 closing price
Net Assets
17B
Interact to see
Advertisement

HMVCX vs MVCAX

Header iconHMVCX vs MVCAX Comparison
Open Charts HMVCX vs MVCAXBanner chart's image
Hartford MidCap Value C
Price$10.15
Change-$0.27 (-2.59%)
VolumeN/A
Net Assets1.12B
MFS Mid Cap Value A
Price$29.78
Change-$0.72 (-2.36%)
VolumeN/A
Net Assets17B
HMVCX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
HMVCX vs. MVCAX commentary
May 22, 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 HMVCX is a Buy and MVCAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. HMVCX (1.12B). MVCAX pays higher dividends than HMVCX: MVCAX (0.93) vs HMVCX (0.28). HMVCX was incepted earlier than MVCAX: HMVCX (24 years) vs MVCAX (24 years). HMVCX (1.95) is less costly to investors than MVCAX (1.00). HMVCX is a more actively managed with annual turnover of: 132.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than HMVCX: MVCAX (1000) vs HMVCX (2000). MVCAX annual gain was more profitable for investors over the last year : -7.69 vs. HMVCX (-13.90). MVCAX return over 5 years is better than : 59.35 vs. HMVCX (15.67).
HMVCXMVCAXHMVCX / MVCAX
Total Expense Ratio1.950.99197%
Annual Report Gross Expense Ratio1.951.00195%
Fund Existence24 years24 years-
Gain YTD-2.251-2.93477%
Front LoadN/A6%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets1.12B17B7%
Annual Yield % from dividends0.280.9330%
Returns for 1 year-13.90-7.69181%
Returns for 3 years-16.617.58-219%
Returns for 5 years15.6759.3526%
Returns for 10 years-25.2451.03-49%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FTSD90.30-0.07
-0.08%
Franklin Short Duration US Govt ETF
IQDY31.51-0.12
-0.38%
FlexShares Intl Qual Div Dynamic ETF
EWU39.43-0.18
-0.45%
iShares MSCI United Kingdom ETF
ONEV127.16-2.31
-1.79%
SPDR® Russell 1000 Low Vol Foc ETF
UGE18.91-0.43
-2.23%
ProShares Ultra Consumer Staples