HRMDX
Price
$13.49
Change
-$0.15 (-1.10%)
Updated
Sep 25 closing price
Net Assets
525.04M
MVCAX
Price
$31.67
Change
-$0.30 (-0.94%)
Updated
Sep 25 closing price
Net Assets
17.04B
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HRMDX vs MVCAX

Header iconHRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAXBanner chart's image
Heartland Mid Cap Value Investor
Price$13.49
Change-$0.15 (-1.10%)
VolumeN/A
Net Assets525.04M
MFS Mid Cap Value A
Price$31.67
Change-$0.30 (-0.94%)
VolumeN/A
Net Assets17.04B
HRMDX vs MVCAX Comparison Chart in %
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HRMDX vs. MVCAX commentary
Sep 26, 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 HRMDX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. HRMDX (525M). MVCAX pays higher dividends than HRMDX: MVCAX (0.84) vs HRMDX (0.78). HRMDX was incepted earlier than MVCAX: HRMDX (11 years) vs MVCAX (24 years). HRMDX (1.18) is less costly to investors than MVCAX (1.00). HRMDX is a more actively managed with annual turnover of: 62.00 vs. MVCAX (27.00). HRMDX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -6.10 vs. HRMDX (-7.72). MVCAX return over 5 years is better than : 56.19 vs. HRMDX (37.36).
HRMDXMVCAXHRMDX / MVCAX
Total Expense Ratio1.100.99111%
Annual Report Gross Expense Ratio1.181.00118%
Fund Existence11 years24 years-
Gain YTD1.2624.20530%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets525M17B3%
Annual Yield % from dividends0.780.8493%
Returns for 1 year-7.72-6.10127%
Returns for 3 years19.1426.7472%
Returns for 5 years37.3656.1966%
Returns for 10 years63.4383.7476%
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