HMVSX
Price
$17.35
Change
+$0.19 (+1.11%)
Updated
Jun 26 closing price
Net Assets
1.12B
MVCAX
Price
$30.73
Change
+$0.30 (+0.99%)
Updated
Jun 26 closing price
Net Assets
16.74B
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HMVSX vs MVCAX

Header iconHMVSX vs MVCAX Comparison
Open Charts HMVSX vs MVCAXBanner chart's image
Hartford MidCap Value R4
Price$17.35
Change+$0.19 (+1.11%)
VolumeN/A
Net Assets1.12B
MFS Mid Cap Value A
Price$30.73
Change+$0.30 (+0.99%)
VolumeN/A
Net Assets16.74B
HMVSX vs MVCAX Comparison Chart in %
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HMVSX vs. MVCAX commentary
Jun 27, 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 HMVSX is a StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. HMVSX (1.12B). MVCAX pays higher dividends than HMVSX: MVCAX (0.89) vs HMVSX (0.51). HMVSX was incepted earlier than MVCAX: HMVSX (15 years) vs MVCAX (24 years). HMVSX (1.18) is less costly to investors than MVCAX (1.00). HMVSX is a more actively managed with annual turnover of: 132.00 vs. MVCAX (27.00). HMVSX has a lower initial minimum investment than MVCAX: HMVSX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -2.62 vs. HMVSX (-4.25). MVCAX return over 5 years is better than : 59.63 vs. HMVSX (40.46).
HMVSXMVCAXHMVSX / MVCAX
Total Expense Ratio1.180.99119%
Annual Report Gross Expense Ratio1.181.00118%
Fund Existence15 years24 years-
Gain YTD-1.774-0.815218%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.12B16.7B7%
Annual Yield % from dividends0.510.8957%
Returns for 1 year-4.25-2.62162%
Returns for 3 years1.0512.768%
Returns for 5 years40.4659.6368%
Returns for 10 years5.6958.6910%
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