HMVTX
Price
$17.91
Change
+$0.17 (+0.96%)
Updated
Jan 3 closing price
MVCAX
Price
$30.83
Change
+$0.28 (+0.92%)
Updated
Jan 3 closing price
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HMVTX vs MVCAX

Header iconHMVTX vs MVCAX Comparison
Open Charts HMVTX vs MVCAXBanner chart's image
Hartford MidCap Value R5
Price$17.91
Change+$0.17 (+0.96%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$30.83
Change+$0.28 (+0.92%)
VolumeN/A
CapitalizationN/A
HMVTX vs MVCAX Comparison Chart
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HMVTX vs. MVCAX commentary
Jan 05, 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 HMVTX is a Hold and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. HMVTX (1.04B). MVCAX pays higher dividends than HMVTX: MVCAX (1.16) vs HMVTX (0.71). HMVTX was incepted earlier than MVCAX: HMVTX (15 years) vs MVCAX (23 years). HMVTX is a more actively managed with annual turnover of: 84.00 vs. MVCAX (19.00). HMVTX has a lower initial minimum investment than MVCAX: HMVTX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 6.25 vs. HMVTX (2.90). MVCAX return over 5 years is better than : 29.86 vs. HMVTX (12.40).
HMVTXMVCAXHMVTX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years23 years-
Gain YTD0.5610.489115%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B17.2B6%
Annual Yield % from dividends0.711.1661%
Returns for 1 year2.906.2546%
Returns for 3 years-8.69-1.45600%
Returns for 5 years12.4029.8642%
Returns for 10 years19.9770.9428%
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