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HMVSX vs VMVIX
HMVSX vs VMVIX Comparison
Open Charts HMVSX vs VMVIX
Hartford MidCap Value R4
Price$17.90
Change-$0.21 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.39
Change-$0.53 (-0.80%)
VolumeN/A
CapitalizationN/A
HMVSX vs VMVIX Comparison Chart
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HMVSX vs. VMVIX 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 VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. HMVSX (1.07B). VMVIX pays higher dividends than HMVSX: VMVIX (2.03) vs HMVSX (0.35). HMVSX was incepted earlier than VMVIX: HMVSX (15 years) vs VMVIX (18 years). HMVSX is a more actively managed with annual turnover of: 84.00 vs. VMVIX (22.00). HMVSX has a lower initial minimum investment than VMVIX: HMVSX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 15.40 vs. HMVSX (2.86). VMVIX return over 5 years is better than : 40.88 vs. HMVSX (12.55).
| HMVSX | VMVIX | HMVSX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 1.705 | 14.787 | 12% |
| 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 | 2.03 | 17% |
| Returns for 1 year | 2.86 | 15.40 | 19% |
| Returns for 3 years | -2.80 | 14.45 | -19% |
| Returns for 5 years | 12.55 | 40.88 | 31% |
| Returns for 10 years | 15.14 | 89.09 | 17% |
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