HMVTX
Price
$18.11
Change
-$0.01 (-0.06%)
Updated
Jul 18 closing price
Net Assets
1.15B
MVCAX
Price
$31.34
Change
+$0.03 (+0.10%)
Updated
Jul 18 closing price
Net Assets
17.04B
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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-$0.01 (-0.06%)
VolumeN/A
Net Assets1.15B
MFS Mid Cap Value A
Price$31.34
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets17.04B
HMVTX vs MVCAX Comparison Chart in %
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HMVTX vs. MVCAX commentary
Jul 21, 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: 17B vs. HMVTX (1.15B). MVCAX pays higher dividends than HMVTX: MVCAX (0.87) vs HMVTX (0.81). 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 : -3.68 vs. HMVTX (-5.77). MVCAX return over 5 years is better than : 53.04 vs. HMVTX (38.51).
HMVTXMVCAXHMVTX / MVCAX
Total Expense Ratio0.880.9989%
Annual Report Gross Expense Ratio0.881.0088%
Fund Existence15 years24 years-
Gain YTD1.6842.15178%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.15B17B7%
Annual Yield % from dividends0.810.8792%
Returns for 1 year-5.77-3.68157%
Returns for 3 years4.1715.5927%
Returns for 5 years38.5153.0473%
Returns for 10 years13.4663.6721%
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