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HMVRX vs VMVAX
HMVRX vs VMVAX Comparison
Open Charts HMVRX vs VMVAX
Hartford MidCap Value R3
Price$17.10
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets1.15B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
HMVRX vs VMVAX Comparison Chart in %
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HMVRX vs. VMVAX commentary
Jul 05, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. HMVRX (1.15B). VMVAX pays higher dividends than HMVRX: VMVAX (2.26) vs HMVRX (0.31). HMVRX was incepted earlier than VMVAX: HMVRX (15 years) vs VMVAX (14 years). HMVRX (1.48) is less costly to investors than VMVAX (0.07). HMVRX is a more actively managed with annual turnover of: 132.00 vs. VMVAX (19.00). HMVRX has a lower initial minimum investment than VMVAX: HMVRX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 12.14 vs. HMVRX (-1.56). VMVAX return over 5 years is better than : 77.08 vs. HMVRX (36.99).
| HMVRX | VMVAX | HMVRX / VMVAX | |
| Total Expense Ratio | 1.48 | 0.07 | 2,114% |
| Annual Report Gross Expense Ratio | 1.48 | 0.07 | 2,114% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 1.725 | 3.573 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 29.9B | 4% |
| Annual Yield % from dividends | 0.31 | 2.26 | 14% |
| Returns for 1 year | -1.56 | 12.14 | -13% |
| Returns for 3 years | 3.90 | 28.52 | 14% |
| Returns for 5 years | 36.99 | 77.08 | 48% |
| Returns for 10 years | 5.75 | 88.11 | 7% |
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