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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
Jul 14, 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 StrongBuy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. HMVJX (1.23B). MVCAX pays higher dividends than HMVJX: MVCAX (1.11) vs HMVJX (0.88). 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 : 14.61 vs. MVCAX (9.45). MVCAX return over 5 years is better than : 17.60 vs. HMVJX (8.90).
| 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 | 16.074 | 13.136 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 17.2B | 7% |
| Annual Yield % from dividends | 0.88 | 1.11 | 80% |
| Returns for 1 year | 14.61 | 9.45 | 154% |
| Returns for 3 years | 14.54 | 20.06 | 72% |
| Returns for 5 years | 8.90 | 17.60 | 51% |
| Returns for 10 years | 34.52 | 82.57 | 42% |
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