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HMVTX vs MVCAX
HMVTX vs MVCAX Comparison
Open Charts HMVTX vs MVCAX
Hartford MidCap Value R5
Price$16.78
Change+$0.17 (+1.02%)
VolumeN/A
Net Assets1.07B
HMVTX vs MVCAX Comparison Chart
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HMVTX vs. MVCAX commentary
May 09, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.3B vs. HMVTX (1.07B). MVCAX pays higher dividends than HMVTX: MVCAX (0.93) vs HMVTX (0.87). 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 : -8.27 vs. HMVTX (-10.53). MVCAX return over 5 years is better than : 56.76 vs. HMVTX (35.86).
| HMVTX | MVCAX | HMVTX / MVCAX | |
| Total Expense Ratio | 0.88 | 0.99 | 89% |
| Annual Report Gross Expense Ratio | 0.88 | 1.00 | 88% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | -6.738 | -5.150 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 16.3B | 7% |
| Annual Yield % from dividends | 0.87 | 0.93 | 93% |
| Returns for 1 year | -10.53 | -8.27 | 127% |
| Returns for 3 years | -5.99 | 4.61 | -130% |
| Returns for 5 years | 35.86 | 56.76 | 63% |
| Returns for 10 years | 2.27 | 49.35 | 5% |
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