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HMVCX vs MVCAX
HMVCX vs MVCAX Comparison
Open Charts HMVCX vs MVCAX
HMVCX vs MVCAX Comparison Chart in %
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HMVCX vs. MVCAX commentary
Jul 25, 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 HMVCX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. HMVCX (1.22B). MVCAX pays higher dividends than HMVCX: MVCAX (1.11) vs HMVCX (0.02). HMVCX was incepted earlier than MVCAX: HMVCX (25 years) vs MVCAX (25 years). HMVCX (1.97) is less costly to investors than MVCAX (0.98). HMVCX is a more actively managed with annual turnover of: 192.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than HMVCX: MVCAX (1000) vs HMVCX (2000). HMVCX annual gain was more profitable for investors over the last year : 11.04 vs. MVCAX (9.85). MVCAX return over 5 years is better than : 19.01 vs. HMVCX (-11.37).
| HMVCX | MVCAX | HMVCX / MVCAX | |
| Total Expense Ratio | 1.97 | 0.97 | 203% |
| Annual Report Gross Expense Ratio | 1.97 | 0.98 | 201% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 15.274 | 14.267 | 107% |
| Front Load | N/A | 6% | - |
| 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 | 0.02 | 1.11 | 2% |
| Returns for 1 year | 11.04 | 9.85 | 112% |
| Returns for 3 years | -1.67 | 18.95 | -9% |
| Returns for 5 years | -11.37 | 19.01 | -60% |
| Returns for 10 years | -1.01 | 82.76 | -1% |
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