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HNMDX vs MVCAX
HNMDX vs MVCAX Comparison
Open Charts HNMDX vs MVCAX
Heartland Mid Cap Value Institutional
Price$13.39
Change+$0.10 (+0.75%)
VolumeN/A
Net Assets566.87M
HNMDX vs MVCAX Comparison Chart
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HNMDX vs. MVCAX commentary
Jun 07, 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: 16.7B vs. HNMDX (567M). HNMDX pays higher dividends than MVCAX: HNMDX (1.08) vs MVCAX (0.89). 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). HNMDX annual gain was more profitable for investors over the last year : -4.60 vs. MVCAX (-5.05). MVCAX return over 5 years is better than : 40.08 vs. HNMDX (24.32).
| 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 | -1.846 | -2.151 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 16.7B | 3% |
| Annual Yield % from dividends | 1.08 | 0.89 | 121% |
| Returns for 1 year | -4.60 | -5.05 | 91% |
| Returns for 3 years | 1.99 | 0.85 | 233% |
| Returns for 5 years | 24.32 | 40.08 | 61% |
| Returns for 10 years | 39.80 | 55.19 | 72% |
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