HMVRX
Price
$15.69
Change
+$0.34 (+2.21%)
Updated
May 2 closing price
Net Assets
1.07B
MVCAX
Price
$29.13
Change
+$0.55 (+1.92%)
Updated
May 2 closing price
Net Assets
16.3B
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HMVRX vs MVCAX

Header iconHMVRX vs MVCAX Comparison
Open Charts HMVRX vs MVCAXBanner chart's image
Hartford MidCap Value R3
Price$15.69
Change+$0.34 (+2.21%)
VolumeN/A
Net Assets1.07B
MFS Mid Cap Value A
Price$29.13
Change+$0.55 (+1.92%)
VolumeN/A
Net Assets16.3B
HMVRX vs MVCAX Comparison Chart
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HMVRX vs. MVCAX commentary
May 04, 2025

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 HMVRX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.3B vs. HMVRX (1.07B). MVCAX pays higher dividends than HMVRX: MVCAX (0.93) vs HMVRX (0.34). HMVRX was incepted earlier than MVCAX: HMVRX (15 years) vs MVCAX (24 years). HMVRX (1.48) is less costly to investors than MVCAX (1.00). HMVRX is a more actively managed with annual turnover of: 132.00 vs. MVCAX (27.00). HMVRX has a lower initial minimum investment than MVCAX: HMVRX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -6.16 vs. HMVRX (-9.83). MVCAX return over 5 years is better than : 62.14 vs. HMVRX (35.63).
HMVRXMVCAXHMVRX / MVCAX
Total Expense Ratio1.480.99149%
Annual Report Gross Expense Ratio1.481.00148%
Fund Existence15 years24 years-
Gain YTD-6.663-5.052132%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.07B16.3B7%
Annual Yield % from dividends0.340.9336%
Returns for 1 year-9.83-6.16160%
Returns for 3 years-13.451.12-1,199%
Returns for 5 years35.6362.1457%
Returns for 10 years-3.5151.03-7%
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