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HNMDX vs VMVIX
HNMDX vs VMVIX Comparison
Open Charts HNMDX vs VMVIX
Heartland Mid Cap Value Institutional
Price$12.62
Change+$0.11 (+0.88%)
VolumeN/A
Net Assets514.19M
Vanguard Mid-Cap Value Index Investor
Price$59.62
Change+$0.58 (+0.98%)
VolumeN/A
Net Assets29.86B
HNMDX vs VMVIX Comparison Chart
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HNMDX vs. VMVIX commentary
Apr 18, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. HNMDX (514M). VMVIX pays higher dividends than HNMDX: VMVIX (2.20) vs HNMDX (1.05). HNMDX was incepted earlier than VMVIX: HNMDX (10 years) vs VMVIX (19 years). HNMDX (0.95) is less costly to investors than VMVIX (0.19). HNMDX is a more actively managed with annual turnover of: 62.00 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than HNMDX: VMVIX (3000) vs HNMDX (500000). VMVIX annual gain was more profitable for investors over the last year : 2.30 vs. HNMDX (-7.78). VMVIX return over 5 years is better than : 70.05 vs. HNMDX (44.81).
| HNMDX | VMVIX | HNMDX / VMVIX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 0.95 | 0.19 | 500% |
| Fund Existence | 10 years | 19 years | - |
| Gain YTD | -7.607 | -7.247 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 29.9B | 2% |
| Annual Yield % from dividends | 1.05 | 2.20 | 48% |
| Returns for 1 year | -7.78 | 2.30 | -338% |
| Returns for 3 years | -5.13 | 1.11 | -464% |
| Returns for 5 years | 44.81 | 70.05 | 64% |
| Returns for 10 years | 29.96 | 64.71 | 46% |
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