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HMVSX vs VMVIX
HMVSX vs VMVIX Comparison
Open Charts HMVSX vs VMVIX
Hartford MidCap Value R4
Price$17.35
Change+$0.19 (+1.11%)
VolumeN/A
Net Assets1.12B
Vanguard Mid-Cap Value Index Investor
Price$64.58
Change+$0.45 (+0.70%)
VolumeN/A
Net Assets29.95B
HMVSX vs VMVIX Comparison Chart in %
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HMVSX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. HMVSX (1.12B). VMVIX pays higher dividends than HMVSX: VMVIX (2.19) vs HMVSX (0.51). HMVSX was incepted earlier than VMVIX: HMVSX (15 years) vs VMVIX (19 years). HMVSX (1.18) is less costly to investors than VMVIX (0.19). HMVSX is a more actively managed with annual turnover of: 132.00 vs. VMVIX (19.00). 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 : 8.31 vs. HMVSX (-4.25). VMVIX return over 5 years is better than : 78.32 vs. HMVSX (40.46).
| HMVSX | VMVIX | HMVSX / VMVIX | |
| Total Expense Ratio | 1.18 | 0.19 | 621% |
| Annual Report Gross Expense Ratio | 1.18 | 0.19 | 621% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | -1.774 | 0.749 | -237% |
| 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 | 2.19 | 23% |
| Returns for 1 year | -4.25 | 8.31 | -51% |
| Returns for 3 years | 1.05 | 23.94 | 4% |
| Returns for 5 years | 40.46 | 78.32 | 52% |
| Returns for 10 years | 5.69 | 83.64 | 7% |