HNMDX
Price
$13.49
Change
-$0.06 (-0.44%)
Updated
May 13 closing price
Net Assets
567.41M
MVCAX
Price
$30.37
Change
+$0.03 (+0.10%)
Updated
May 13 closing price
Net Assets
16.96B
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HNMDX vs MVCAX

Header iconHNMDX vs MVCAX Comparison
Open Charts HNMDX vs MVCAXBanner chart's image
Heartland Mid Cap Value Institutional
Price$13.49
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets567.41M
MFS Mid Cap Value A
Price$30.37
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets16.96B
HNMDX vs MVCAX Comparison Chart
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HNMDX vs. MVCAX commentary
May 14, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. HNMDX (567M). HNMDX pays higher dividends than MVCAX: HNMDX (1.11) vs MVCAX (0.93). 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 : -4.63 vs. MVCAX (-5.05). MVCAX return over 5 years is better than : 73.81 vs. HNMDX (58.61).
HNMDXMVCAXHNMDX / MVCAX
Total Expense Ratio0.850.9986%
Annual Report Gross Expense Ratio0.991.0099%
Fund Existence11 years24 years-
Gain YTD0.074-1.108-7%
Front LoadN/A6%-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets567M17B3%
Annual Yield % from dividends1.110.93119%
Returns for 1 year-4.63-5.0592%
Returns for 3 years8.867.74114%
Returns for 5 years58.6173.8179%
Returns for 10 years40.8954.3875%
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