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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
Aug 12, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.8B vs. HMVTX (1.24B). MVCAX pays higher dividends than HMVTX: MVCAX (1.09) vs HMVTX (0.72). 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 : 19.51 vs. MVCAX (14.75). MVCAX return over 5 years is better than : 18.01 vs. HMVTX (11.67).
| 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 | 17.851 | 17.592 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 17.8B | 7% |
| Annual Yield % from dividends | 0.72 | 1.09 | 66% |
| Returns for 1 year | 19.51 | 14.75 | 132% |
| Returns for 3 years | 18.39 | 25.43 | 72% |
| Returns for 5 years | 11.67 | 18.01 | 65% |
| Returns for 10 years | 43.08 | 87.71 | 49% |
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