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HMVSX vs VMVAX
HMVSX vs VMVAX Comparison
Open Charts HMVSX vs VMVAX
Hartford MidCap Value R4
Price$17.90
Change-$0.21 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.05
Change-$0.69 (-0.80%)
VolumeN/A
CapitalizationN/A
HMVSX vs VMVAX Comparison Chart
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HMVSX vs. VMVAX commentary
Dec 19, 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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. HMVSX (1.07B). VMVAX pays higher dividends than HMVSX: VMVAX (2.14) vs HMVSX (0.35). HMVSX was incepted earlier than VMVAX: HMVSX (15 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 : 15.41 vs. HMVSX (2.86). VMVAX return over 5 years is better than : 40.94 vs. HMVSX (12.55).
| HMVSX | VMVAX | HMVSX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 1.705 | 14.833 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 32.8B | 3% |
| Annual Yield % from dividends | 0.35 | 2.14 | 16% |
| Returns for 1 year | 2.86 | 15.41 | 19% |
| Returns for 3 years | -2.80 | 14.48 | -19% |
| Returns for 5 years | 12.55 | 40.94 | 31% |
| Returns for 10 years | 15.14 | 89.30 | 17% |
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