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HMVSX vs VMVIX
HMVSX vs VMVIX Comparison
Open Charts HMVSX vs VMVIX
Hartford MidCap Value R4
Price$17.51
Change-$0.34 (-1.90%)
VolumeN/A
Net Assets1.16B
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
HMVSX vs VMVIX Comparison Chart
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HMVSX vs. VMVIX commentary
Feb 23, 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. HMVSX (1.16B). VMVIX pays higher dividends than HMVSX: VMVIX (2.03) vs HMVSX (0.35). HMVSX was incepted earlier than VMVIX: HMVSX (15 years) vs VMVIX (19 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 : 12.42 vs. HMVSX (-1.70). VMVIX return over 5 years is better than : 38.40 vs. HMVSX (9.01).
| HMVSX | VMVIX | HMVSX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 0.229 | 1.900 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 30.9B | 4% |
| Annual Yield % from dividends | 0.35 | 2.03 | 17% |
| Returns for 1 year | -1.70 | 12.42 | -14% |
| Returns for 3 years | -5.52 | 15.30 | -36% |
| Returns for 5 years | 9.01 | 38.40 | 23% |
| Returns for 10 years | 8.04 | 81.10 | 10% |
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