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HMVSX vs VMVAX
HMVSX vs VMVAX Comparison
Open Charts HMVSX vs VMVAX
Hartford MidCap Value R4
Price$18.39
Change+$0.26 (+1.43%)
VolumeN/A
Net Assets1.07B
Vanguard Mid-Cap Value Index Admiral
Price$86.54
Change+$0.88 (+1.03%)
VolumeN/A
Net Assets30.1B
HMVSX vs VMVAX Comparison Chart
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HMVSX vs. VMVAX commentary
Jan 31, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B 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 : 16.15 vs. HMVSX (5.19). VMVAX return over 5 years is better than : 42.66 vs. HMVSX (16.75).
| 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 | 3.778 | 2.232 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 30.1B | 4% |
| Annual Yield % from dividends | 0.35 | 2.14 | 16% |
| Returns for 1 year | 5.19 | 16.15 | 32% |
| Returns for 3 years | -1.44 | 13.83 | -10% |
| Returns for 5 years | 16.75 | 42.66 | 39% |
| Returns for 10 years | 17.42 | 90.92 | 19% |