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HMVYX vs MVCAX
HMVYX vs MVCAX Comparison
Open Charts HMVYX vs MVCAX
HMVYX vs MVCAX Comparison Chart in %
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HMVYX vs. MVCAX commentary
Jul 26, 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 HMVYX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. HMVYX (1.23B). MVCAX pays higher dividends than HMVYX: MVCAX (1.11) vs HMVYX (0.72). HMVYX was incepted earlier than MVCAX: HMVYX (25 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than HMVYX (0.86). HMVYX is a more actively managed with annual turnover of: 192.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than HMVYX: MVCAX (1000) vs HMVYX (250000). HMVYX annual gain was more profitable for investors over the last year : 15.38 vs. MVCAX (9.85). MVCAX return over 5 years is better than : 19.01 vs. HMVYX (13.64).
| HMVYX | MVCAX | HMVYX / MVCAX | |
| Total Expense Ratio | 0.86 | 0.97 | 89% |
| Annual Report Gross Expense Ratio | 0.86 | 0.98 | 88% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 16.444 | 14.267 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 17.4B | 7% |
| Annual Yield % from dividends | 0.72 | 1.11 | 65% |
| Returns for 1 year | 15.38 | 9.85 | 156% |
| Returns for 3 years | 14.99 | 18.95 | 79% |
| Returns for 5 years | 13.64 | 19.01 | 72% |
| Returns for 10 years | 42.51 | 82.76 | 51% |
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