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HRMDX vs MVCAX
HRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAX
Heartland Mid Cap Value Investor
Price$13.76
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets565.5M
HRMDX vs MVCAX Comparison Chart in %
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HRMDX vs. MVCAX commentary
Jul 05, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HRMDX (566M). MVCAX pays higher dividends than HRMDX: MVCAX (0.87) vs HRMDX (0.79). 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 : 1.09 vs. HRMDX (-0.50). MVCAX return over 5 years is better than : 60.39 vs. HRMDX (41.05).
| HRMDX | MVCAX | HRMDX / MVCAX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.18 | 1.00 | 118% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 2.153 | 2.934 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 17.3B | 3% |
| Annual Yield % from dividends | 0.79 | 0.87 | 91% |
| Returns for 1 year | -0.50 | 1.09 | -46% |
| Returns for 3 years | 13.12 | 18.70 | 70% |
| Returns for 5 years | 41.05 | 60.39 | 68% |
| Returns for 10 years | 46.48 | 64.61 | 72% |
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