Interact to see
Advertisement
Advertisement
HMVJX vs MVCAX
HMVJX vs MVCAX Comparison
Open Charts HMVJX vs MVCAX
HMVJX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVJX vs. MVCAX commentary
Jun 19, 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 HMVJX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. HMVJX (1.21B). MVCAX pays higher dividends than HMVJX: MVCAX (1.16) vs HMVJX (0.93). HMVJX was incepted earlier than MVCAX: HMVJX (16 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than HMVJX (0.86). HMVJX is a more actively managed with annual turnover of: 192.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than HMVJX: MVCAX (1000) vs HMVJX (2000). HMVJX annual gain was more profitable for investors over the last year : 17.89 vs. MVCAX (11.03). MVCAX return over 5 years is better than : 16.30 vs. HMVJX (8.13).
| HMVJX | MVCAX | HMVJX / MVCAX | |
| Total Expense Ratio | 0.86 | 0.97 | 89% |
| Annual Report Gross Expense Ratio | 0.86 | 0.98 | 88% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 13.469 | 9.478 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 16.9B | 7% |
| Annual Yield % from dividends | 0.93 | 1.16 | 81% |
| Returns for 1 year | 17.89 | 11.03 | 162% |
| Returns for 3 years | 15.92 | 19.65 | 81% |
| Returns for 5 years | 8.13 | 16.30 | 50% |
| Returns for 10 years | 36.66 | 82.36 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers