HMVSX
Price
$17.73
Change
-$0.01 (-0.06%)
Updated
Jul 18 closing price
Net Assets
1.15B
MVCAX
Price
$31.34
Change
+$0.03 (+0.10%)
Updated
Jul 18 closing price
Net Assets
17.04B
Interact to see
Advertisement

HMVSX vs MVCAX

Header iconHMVSX vs MVCAX Comparison
Open Charts HMVSX vs MVCAXBanner chart's image
Hartford MidCap Value R4
Price$17.73
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.15B
MFS Mid Cap Value A
Price$31.34
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets17.04B
HMVSX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HMVSX vs. MVCAX commentary
Jul 20, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. HMVSX (1.15B). MVCAX pays higher dividends than HMVSX: MVCAX (0.87) vs HMVSX (0.50). 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 : -4.44 vs. HMVSX (-7.10). MVCAX return over 5 years is better than : 52.90 vs. HMVSX (36.07).
HMVSXMVCAXHMVSX / MVCAX
Total Expense Ratio1.180.99119%
Annual Report Gross Expense Ratio1.181.00118%
Fund Existence15 years24 years-
Gain YTD1.5462.05375%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.15B17B7%
Annual Yield % from dividends0.500.8757%
Returns for 1 year-7.10-4.44160%
Returns for 3 years6.0719.0932%
Returns for 5 years36.0752.9068%
Returns for 10 years9.9962.7216%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
TBLD20.370.53
+2.65%
Thornburg Income Builder Opportunities Trust
PLTW48.151.22
+2.60%
Roundhill PLTR WeeklyPay ETF
ESGD88.280.29
+0.33%
iShares ESG Aware MSCI EAFE ETF
AHYB46.250.05
+0.10%
American Century® Select High Yield ETF
HYZD22.400.01
+0.02%
WisdomTree Interest Rt Hdg Hi Yld Bd ETF