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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
Aug 03, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. HMVFX (1.21B). MVCAX pays higher dividends than HMVFX: MVCAX (1.09) vs HMVFX (0.94). 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 : 15.99 vs. MVCAX (11.71). MVCAX return over 5 years is better than : 17.90 vs. HMVFX (7.62).
| 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 | 15.311 | 14.699 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 17.4B | 7% |
| Annual Yield % from dividends | 0.94 | 1.09 | 86% |
| Returns for 1 year | 15.99 | 11.71 | 137% |
| Returns for 3 years | 10.50 | 19.96 | 53% |
| Returns for 5 years | 7.62 | 17.90 | 43% |
| Returns for 10 years | N/A | 85.46 | - |
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