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HNMDX vs MVCAX
HNMDX vs MVCAX Comparison
Open Charts HNMDX vs MVCAX
Heartland Mid Cap Value Institutional
Price$14.32
Change-$0.38 (-2.59%)
VolumeN/A
CapitalizationN/A
HNMDX vs MVCAX Comparison Chart
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HNMDX vs. MVCAX commentary
Dec 19, 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 HNMDX is a StrongSell and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. HNMDX (613M). MVCAX pays higher dividends than HNMDX: MVCAX (1.16) vs HNMDX (0.86). HNMDX was incepted earlier than MVCAX: HNMDX (10 years) vs MVCAX (23 years). HNMDX is a more actively managed with annual turnover of: 84.00 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than HNMDX: MVCAX (1000) vs HNMDX (500000). MVCAX (7.20) and HNMDX (7.04) have marching annual gain over last year. MVCAX return over 5 years is better than : 32.46 vs. HNMDX (23.80).
| HNMDX | MVCAX | HNMDX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 7.076 | 5.872 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 17.5B | 4% |
| Annual Yield % from dividends | 0.86 | 1.16 | 74% |
| Returns for 1 year | 7.04 | 7.20 | 98% |
| Returns for 3 years | -5.80 | 5.74 | -101% |
| Returns for 5 years | 23.80 | 32.46 | 73% |
| Returns for 10 years | 56.98 | 68.25 | 83% |
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