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HMVRX vs VMVIX
HMVRX vs VMVIX Comparison
Open Charts HMVRX vs VMVIX
Hartford MidCap Value R3
Price$19.43
Change+$0.03 (+0.15%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HMVRX vs VMVIX Comparison Chart
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HMVRX vs. VMVIX commentary
Oct 18, 2024
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 VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.2B vs. HMVRX (1.08B). VMVIX pays higher dividends than HMVRX: VMVIX (2.03) vs HMVRX (0.25). HMVRX was incepted earlier than VMVIX: HMVRX (14 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 : 29.22 vs. HMVRX (18.04). VMVIX return over 5 years is better than : 52.82 vs. HMVRX (30.88).
| HMVRX | VMVIX | HMVRX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 13.984 | 17.561 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 31.2B | 3% |
| Annual Yield % from dividends | 0.25 | 2.03 | 12% |
| Returns for 1 year | 18.04 | 29.22 | 62% |
| Returns for 3 years | 1.96 | 17.81 | 11% |
| Returns for 5 years | 30.88 | 52.82 | 58% |
| Returns for 10 years | 20.15 | 114.52 | 18% |
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