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HMVSX vs VMVAX
HMVSX vs VMVAX Comparison
Open Charts HMVSX vs VMVAX
Hartford MidCap Value R4
Price$19.71
Change-$0.16 (-0.81%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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HMVSX vs VMVAX Comparison Chart
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HMVSX vs. VMVAX commentary
Sep 21, 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 HMVSX is a Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. HMVSX (1.08B). VMVAX pays higher dividends than HMVSX: VMVAX (2.14) vs HMVSX (0.35). HMVSX was incepted earlier than VMVAX: HMVSX (14 years) vs VMVAX (13 years). HMVSX is a more actively managed with annual turnover of: 84.00 vs. VMVAX (22.00). HMVSX has a lower initial minimum investment than VMVAX: HMVSX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 25.35 vs. HMVSX (17.29). VMVAX return over 5 years is better than : 48.82 vs. HMVSX (29.48).
| HMVSX | VMVAX | HMVSX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 11.989 | 14.946 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 30.5B | 4% |
| Annual Yield % from dividends | 0.35 | 2.14 | 16% |
| Returns for 1 year | 17.29 | 25.35 | 68% |
| Returns for 3 years | 7.26 | 20.71 | 35% |
| Returns for 5 years | 29.48 | 48.82 | 60% |
| Returns for 10 years | 15.10 | 100.88 | 15% |