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HNMDX vs MVCAX
HNMDX vs MVCAX Comparison
Open Charts HNMDX vs MVCAX
Heartland Mid Cap Value Institutional
Price$12.62
Change+$0.11 (+0.88%)
VolumeN/A
Net Assets514.19M
HNMDX vs MVCAX Comparison Chart
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HNMDX vs. MVCAX commentary
Apr 18, 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 HNMDX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.4B vs. HNMDX (514M). HNMDX pays higher dividends than MVCAX: HNMDX (1.05) vs MVCAX (0.90). HNMDX was incepted earlier than MVCAX: HNMDX (10 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than HNMDX (0.95). HNMDX is a more actively managed with annual turnover of: 62.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than HNMDX: MVCAX (1000) vs HNMDX (500000). HNMDX (-7.78) and MVCAX (-8.14) have marching annual gain over last year. MVCAX return over 5 years is better than : 54.79 vs. HNMDX (44.81).
| HNMDX | MVCAX | HNMDX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.95 | 1.00 | 95% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -7.607 | -9.648 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 15.4B | 3% |
| Annual Yield % from dividends | 1.05 | 0.90 | 117% |
| Returns for 1 year | -7.78 | -8.14 | 96% |
| Returns for 3 years | -5.13 | -6.94 | 74% |
| Returns for 5 years | 44.81 | 54.79 | 82% |
| Returns for 10 years | 29.96 | 42.27 | 71% |
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