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HMVRX vs VMVIX
HMVRX vs VMVIX Comparison
Open Charts HMVRX vs VMVIX
Hartford MidCap Value R3
Price$17.40
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets1.06B
Vanguard Mid-Cap Value Index Investor
Price$65.44
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets30.1B
HMVRX vs VMVIX Comparison Chart
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HMVRX vs. VMVIX commentary
Jan 19, 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. HMVRX (1.07B). VMVIX pays higher dividends than HMVRX: VMVIX (2.03) vs HMVRX (0.25). HMVRX was incepted earlier than VMVIX: HMVRX (15 years) vs VMVIX (18 years). HMVRX is a more actively managed with annual turnover of: 84.00 vs. VMVIX (22.00). HMVRX has a lower initial minimum investment than VMVIX: HMVRX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 17.92 vs. HMVRX (4.86). VMVIX return over 5 years is better than : 38.27 vs. HMVRX (9.56).
| HMVRX | VMVIX | HMVRX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 3.510 | 2.748 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 30.1B | 4% |
| Annual Yield % from dividends | 0.25 | 2.03 | 12% |
| Returns for 1 year | 4.86 | 17.92 | 27% |
| Returns for 3 years | -7.07 | 11.63 | -61% |
| Returns for 5 years | 9.56 | 38.27 | 25% |
| Returns for 10 years | 13.82 | 93.54 | 15% |
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