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HNMDX vs MVCAX
HNMDX vs MVCAX Comparison
Open Charts HNMDX vs MVCAX
Heartland Mid Cap Value Institutional
Price$13.13
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets476.61M
HNMDX vs MVCAX Comparison Chart in %
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HNMDX vs. MVCAX commentary
Nov 20, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. HNMDX (477M). HNMDX pays higher dividends than MVCAX: HNMDX (1.06) vs MVCAX (0.85). HNMDX was incepted earlier than MVCAX: HNMDX (11 years) vs MVCAX (24 years). MVCAX (1.00) and HNMDX (0.99) have similar cost to investors . 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). MVCAX annual gain was more profitable for investors over the last year : -10.74 vs. HNMDX (-12.57). MVCAX return over 5 years is better than : 32.02 vs. HNMDX (10.28).
| HNMDX | MVCAX | HNMDX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.99 | 1.00 | 99% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -3.397 | 1.825 | -186% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 16.4B | 3% |
| Annual Yield % from dividends | 1.06 | 0.85 | 125% |
| Returns for 1 year | -12.57 | -10.74 | 117% |
| Returns for 3 years | 0.45 | 9.71 | 5% |
| Returns for 5 years | 10.28 | 32.02 | 32% |
| Returns for 10 years | 44.15 | 66.32 | 67% |
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