HMVYX
Price
$18.38
Change
-$0.22 (-1.18%)
Updated
Dec 17 closing price
MVCAX
Price
$31.32
Change
-$0.33 (-1.04%)
Updated
Dec 17 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$18.38
Change-$0.22 (-1.18%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$31.32
Change-$0.33 (-1.04%)
VolumeN/A
CapitalizationN/A
HMVYX vs MVCAX Comparison Chart
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HMVYX vs. MVCAX commentary
Dec 18, 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 Hold and MVCAX is a Hold.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. HMVYX (1.07B). 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 : 7.20 vs. HMVYX (3.43). MVCAX return over 5 years is better than : 32.46 vs. HMVYX (14.69).
HMVYXMVCAXHMVYX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years23 years-
Gain YTD2.2825.87239%
Front LoadN/AN/A-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.07B17.7B6%
Annual Yield % from dividends0.701.1661%
Returns for 1 year3.437.2048%
Returns for 3 years-1.325.74-23%
Returns for 5 years14.6932.4645%
Returns for 10 years19.3268.2528%
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