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HMVTX vs VMVIX
HMVTX vs VMVIX Comparison
Open Charts HMVTX vs VMVIX
Hartford MidCap Value R5
Price$17.86
Change-$0.35 (-1.92%)
VolumeN/A
Net Assets1.18B
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
HMVTX vs VMVIX Comparison Chart
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HMVTX vs. VMVIX commentary
Feb 22, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. HMVTX (1.18B). VMVIX pays higher dividends than HMVTX: VMVIX (2.03) vs HMVTX (0.71). HMVTX was incepted earlier than VMVIX: HMVTX (15 years) vs VMVIX (19 years). HMVTX is a more actively managed with annual turnover of: 84.00 vs. VMVIX (22.00). HMVTX has a lower initial minimum investment than VMVIX: HMVTX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 14.52 vs. HMVTX (2.06). VMVIX return over 5 years is better than : 40.12 vs. HMVTX (13.73).
| HMVTX | VMVIX | HMVTX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 2.807 | 3.172 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 30.9B | 4% |
| Annual Yield % from dividends | 0.71 | 2.03 | 35% |
| Returns for 1 year | 2.06 | 14.52 | 14% |
| Returns for 3 years | -2.87 | 15.59 | -18% |
| Returns for 5 years | 13.73 | 40.12 | 34% |
| Returns for 10 years | 14.86 | 83.46 | 18% |
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