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HMVYX vs MVCAX
HMVYX vs MVCAX Comparison
Open Charts HMVYX vs MVCAX
HMVYX vs MVCAX Comparison Chart
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HMVYX vs. MVCAX commentary
Jun 03, 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 HMVYX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. HMVYX (1.1B). MVCAX pays higher dividends than HMVYX: MVCAX (0.89) vs HMVYX (0.83). HMVYX was incepted earlier than MVCAX: HMVYX (24 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than HMVYX (0.87). HMVYX is a more actively managed with annual turnover of: 132.00 vs. MVCAX (27.00). 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 : -6.19 vs. HMVYX (-8.57). MVCAX return over 5 years is better than : 45.35 vs. HMVYX (27.58).
| HMVYX | MVCAX | HMVYX / MVCAX | |
| Total Expense Ratio | 0.87 | 0.99 | 88% |
| Annual Report Gross Expense Ratio | 0.87 | 1.00 | 87% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -3.803 | -2.119 | 180% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 16.7B | 7% |
| Annual Yield % from dividends | 0.83 | 0.89 | 93% |
| Returns for 1 year | -8.57 | -6.19 | 138% |
| Returns for 3 years | -8.18 | 2.40 | -341% |
| Returns for 5 years | 27.58 | 45.35 | 61% |
| Returns for 10 years | 5.12 | 54.35 | 9% |
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