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HMVYX
Price
$20.60
Change
-$0.12 (-0.58%)
Updated
Nov 15 closing price
MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
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HMVYX vs MVCAX

Header iconHMVYX vs MVCAX Comparison
Open Charts HMVYX vs MVCAXBanner chart's image
Hartford MidCap Value Y
Price$20.60
Change-$0.12 (-0.58%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
HMVYX vs MVCAX Comparison Chart
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HMVYX vs. MVCAX commentary
Nov 17, 2024

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 HMVYX is a StrongBuy and MVCAX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. HMVYX (1.08B). MVCAX pays higher dividends than HMVYX: MVCAX (1.16) vs HMVYX (0.70). HMVYX was incepted earlier than MVCAX: HMVYX (24 years) vs MVCAX (23 years). HMVYX is a more actively managed with annual turnover of: 84.00 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than HMVYX: MVCAX (1000) vs HMVYX (250000). MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. HMVYX (19.52). MVCAX return over 5 years is better than : 49.25 vs. HMVYX (29.89).
HMVYXMVCAXHMVYX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years23 years-
Gain YTD14.63617.80182%
Front LoadN/AN/A-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B17.9B6%
Annual Yield % from dividends0.701.1661%
Returns for 1 year19.5226.8473%
Returns for 3 years-0.128.55-1%
Returns for 5 years29.8949.2561%
Returns for 10 years19.1078.6424%
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