HMVSX
Price
$17.03
Change
+$0.20 (+1.19%)
Updated
Jun 6 closing price
Net Assets
1.1B
MVCAX
Price
$30.34
Change
+$0.32 (+1.07%)
Updated
Jun 6 closing price
Net Assets
16.67B
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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$17.03
Change+$0.20 (+1.19%)
VolumeN/A
Net Assets1.1B
MFS Mid Cap Value A
Price$30.34
Change+$0.32 (+1.07%)
VolumeN/A
Net Assets16.67B
HMVSX vs MVCAX Comparison Chart
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HMVSX vs. MVCAX commentary
Jun 07, 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 Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. HMVSX (1.1B). 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 : -5.05 vs. HMVSX (-7.48). MVCAX return over 5 years is better than : 40.08 vs. HMVSX (20.59).
HMVSXMVCAXHMVSX / MVCAX
Total Expense Ratio1.180.99119%
Annual Report Gross Expense Ratio1.181.00118%
Fund Existence15 years24 years-
Gain YTD-3.663-2.151170%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.1B16.7B7%
Annual Yield % from dividends0.510.8957%
Returns for 1 year-7.48-5.05148%
Returns for 3 years-10.810.85-1,267%
Returns for 5 years20.5940.0851%
Returns for 10 years2.4855.194%
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