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HMVSX vs VMVAX
HMVSX vs VMVAX Comparison
Open Charts HMVSX vs VMVAX
Hartford MidCap Value R4
Price$17.35
Change+$0.19 (+1.11%)
VolumeN/A
Net Assets1.12B
Vanguard Mid-Cap Value Index Admiral
Price$84.99
Change+$0.60 (+0.71%)
VolumeN/A
Net Assets29.95B
HMVSX vs VMVAX Comparison Chart in %
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HMVSX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. HMVSX (1.12B). VMVAX pays higher dividends than HMVSX: VMVAX (2.31) vs HMVSX (0.51). HMVSX was incepted earlier than VMVAX: HMVSX (15 years) vs VMVAX (14 years). HMVSX (1.18) is less costly to investors than VMVAX (0.07). HMVSX is a more actively managed with annual turnover of: 132.00 vs. VMVAX (19.00). 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 : 8.32 vs. HMVSX (-4.25). VMVAX return over 5 years is better than : 78.46 vs. HMVSX (40.46).
| HMVSX | VMVAX | HMVSX / VMVAX | |
| Total Expense Ratio | 1.18 | 0.07 | 1,686% |
| Annual Report Gross Expense Ratio | 1.18 | 0.07 | 1,686% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -1.774 | 0.777 | -228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 29.9B | 4% |
| Annual Yield % from dividends | 0.51 | 2.31 | 22% |
| Returns for 1 year | -4.25 | 8.32 | -51% |
| Returns for 3 years | 1.05 | 24.01 | 4% |
| Returns for 5 years | 40.46 | 78.46 | 52% |
| Returns for 10 years | 5.69 | 83.74 | 7% |
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