HMVTX
Price
$18.11
Change
-$0.11 (-0.60%)
Updated
Aug 15 closing price
Net Assets
1.15B
MVCAX
Price
$31.70
Change
-$0.20 (-0.63%)
Updated
Aug 15 closing price
Net Assets
17.24B
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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$18.11
Change-$0.11 (-0.60%)
VolumeN/A
Net Assets1.15B
MFS Mid Cap Value A
Price$31.70
Change-$0.20 (-0.63%)
VolumeN/A
Net Assets17.24B
HMVTX vs MVCAX Comparison Chart in %
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HMVTX vs. MVCAX commentary
Aug 16, 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 Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. HMVTX (1.15B). MVCAX pays higher dividends than HMVTX: MVCAX (0.86) vs HMVTX (0.80). HMVTX was incepted earlier than MVCAX: HMVTX (15 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than HMVTX (0.88). HMVTX is a more actively managed with annual turnover of: 132.00 vs. MVCAX (27.00). 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 : -3.52 vs. HMVTX (-4.56). MVCAX return over 5 years is better than : 47.65 vs. HMVTX (31.41).
HMVTXMVCAXHMVTX / MVCAX
Total Expense Ratio0.880.9989%
Annual Report Gross Expense Ratio0.881.0088%
Fund Existence15 years24 years-
Gain YTD2.3023.32569%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.15B17.2B7%
Annual Yield % from dividends0.800.8693%
Returns for 1 year-4.56-3.52130%
Returns for 3 years-3.606.81-53%
Returns for 5 years31.4147.6566%
Returns for 10 years13.6063.0922%
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