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HMVFX vs MVCAX
HMVFX vs MVCAX Comparison
Open Charts HMVFX vs MVCAX
HMVFX vs MVCAX Comparison Chart in %
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HMVFX vs. MVCAX commentary
Jun 04, 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 HMVFX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. HMVFX (1.19B). MVCAX pays higher dividends than HMVFX: MVCAX (1.16) vs HMVFX (0.97). HMVFX was incepted earlier than MVCAX: HMVFX (9 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than HMVFX (0.75). HMVFX is a more actively managed with annual turnover of: 192.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than HMVFX: MVCAX (1000) vs HMVFX (1000000). HMVFX annual gain was more profitable for investors over the last year : 16.36 vs. MVCAX (9.57). MVCAX return over 5 years is better than : 9.01 vs. HMVFX (1.74).
| HMVFX | MVCAX | HMVFX / MVCAX | |
| Total Expense Ratio | 0.75 | 0.97 | 77% |
| Annual Report Gross Expense Ratio | 0.75 | 0.98 | 77% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 10.928 | 7.715 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 16.8B | 7% |
| Annual Yield % from dividends | 0.97 | 1.16 | 84% |
| Returns for 1 year | 16.36 | 9.57 | 171% |
| Returns for 3 years | 16.84 | 21.83 | 77% |
| Returns for 5 years | 1.74 | 9.01 | 19% |
| Returns for 10 years | N/A | 76.09 | - |
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