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HMVTX vs MVCAX
HMVTX vs MVCAX Comparison
Open Charts HMVTX vs MVCAX
HMVTX vs MVCAX Comparison Chart in %
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HMVTX vs. MVCAX commentary
Jun 24, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. HMVTX (1.23B). MVCAX pays higher dividends than HMVTX: MVCAX (1.16) vs HMVTX (0.75). HMVTX was incepted earlier than MVCAX: HMVTX (16 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than HMVTX (0.87). HMVTX is a more actively managed with annual turnover of: 192.00 vs. MVCAX (24.00). HMVTX has a lower initial minimum investment than MVCAX: HMVTX (0) vs MVCAX (1000). HMVTX annual gain was more profitable for investors over the last year : 18.73 vs. MVCAX (11.29). MVCAX return over 5 years is better than : 14.75 vs. HMVTX (10.77).
| HMVTX | MVCAX | HMVTX / MVCAX | |
| Total Expense Ratio | 0.87 | 0.97 | 90% |
| Annual Report Gross Expense Ratio | 0.87 | 0.98 | 89% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 14.382 | 10.210 | 141% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 17.1B | 7% |
| Annual Yield % from dividends | 0.75 | 1.16 | 64% |
| Returns for 1 year | 18.73 | 11.29 | 166% |
| Returns for 3 years | 22.35 | 23.67 | 94% |
| Returns for 5 years | 10.77 | 14.75 | 73% |
| Returns for 10 years | 48.83 | 87.51 | 56% |
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