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HMVRX vs VMVIX
HMVRX vs VMVIX Comparison
Open Charts HMVRX vs VMVIX
Hartford MidCap Value R3
Price$16.85
Change-$0.32 (-1.86%)
VolumeN/A
Net Assets1.16B
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
HMVRX vs VMVIX Comparison Chart
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HMVRX vs. VMVIX commentary
Feb 23, 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: 30.9B vs. HMVRX (1.16B). VMVIX pays higher dividends than HMVRX: VMVIX (2.03) vs HMVRX (0.25). HMVRX was incepted earlier than VMVIX: HMVRX (15 years) vs VMVIX (19 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 : 12.42 vs. HMVRX (-2.38). VMVIX return over 5 years is better than : 38.40 vs. HMVRX (6.50).
| HMVRX | VMVIX | HMVRX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 0.238 | 1.900 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 30.9B | 4% |
| Annual Yield % from dividends | 0.25 | 2.03 | 12% |
| Returns for 1 year | -2.38 | 12.42 | -19% |
| Returns for 3 years | -7.15 | 15.30 | -47% |
| Returns for 5 years | 6.50 | 38.40 | 17% |
| Returns for 10 years | 3.95 | 81.10 | 5% |
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