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HMVRX vs MVCAX
HMVRX vs MVCAX Comparison
Open Charts HMVRX vs MVCAX
HMVRX vs MVCAX Comparison Chart in %
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HMVRX vs. MVCAX commentary
Aug 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 HMVRX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.8B vs. HMVRX (1.24B). MVCAX pays higher dividends than HMVRX: MVCAX (1.09) vs HMVRX (0.08). HMVRX was incepted earlier than MVCAX: HMVRX (16 years) vs MVCAX (25 years). HMVRX (1.47) is less costly to investors than MVCAX (0.98). HMVRX is a more actively managed with annual turnover of: 192.00 vs. MVCAX (24.00). HMVRX has a lower initial minimum investment than MVCAX: HMVRX (0) vs MVCAX (1000). HMVRX annual gain was more profitable for investors over the last year : 18.54 vs. MVCAX (14.75). MVCAX return over 5 years is better than : 18.01 vs. HMVRX (6.35).
| HMVRX | MVCAX | HMVRX / MVCAX | |
| Total Expense Ratio | 1.47 | 0.97 | 152% |
| Annual Report Gross Expense Ratio | 1.47 | 0.98 | 150% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 17.378 | 17.592 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 17.8B | 7% |
| Annual Yield % from dividends | 0.08 | 1.09 | 7% |
| Returns for 1 year | 18.54 | 14.75 | 126% |
| Returns for 3 years | 14.94 | 25.43 | 59% |
| Returns for 5 years | 6.35 | 18.01 | 35% |
| Returns for 10 years | 32.75 | 87.71 | 37% |
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