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HMVJX vs MVCAX
HMVJX vs MVCAX Comparison
Open Charts HMVJX vs MVCAX
HMVJX vs MVCAX Comparison Chart in %
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HMVJX vs. MVCAX commentary
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. HMVJX (1.17B). MVCAX pays higher dividends than HMVJX: MVCAX (1.08) vs HMVJX (0.91). 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 : 6.81 vs. MVCAX (5.51). MVCAX return over 5 years is better than : 15.15 vs. HMVJX (3.30).
| 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 | 10.928 | 12.903 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 16.8B | 7% |
| Annual Yield % from dividends | 0.91 | 1.08 | 84% |
| Returns for 1 year | 6.81 | 5.51 | 124% |
| Returns for 3 years | 12.82 | 23.61 | 54% |
| Returns for 5 years | 3.30 | 15.15 | 22% |
| Returns for 10 years | 29.65 | 83.46 | 36% |
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