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HNMDX vs MVCAX
HNMDX vs MVCAX Comparison
Open Charts HNMDX vs MVCAX
Heartland Mid Cap Value Institutional
Price$13.82
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets577.06M
HNMDX vs MVCAX Comparison Chart
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HNMDX vs. MVCAX commentary
Jan 19, 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: 17.6B vs. HNMDX (577M). 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 annual gain was more profitable for investors over the last year : 9.50 vs. HNMDX (2.85). MVCAX return over 5 years is better than : 30.79 vs. HNMDX (16.71).
| 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 | 2.068 | 2.966 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 17.6B | 3% |
| Annual Yield % from dividends | 0.86 | 1.16 | 74% |
| Returns for 1 year | 2.85 | 9.50 | 30% |
| Returns for 3 years | 4.57 | 2.65 | 172% |
| Returns for 5 years | 16.71 | 30.79 | 54% |
| Returns for 10 years | 52.77 | 74.34 | 71% |
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