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HRMDX vs MVCAX
HRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAX
Heartland Mid Cap Value Investor
Price$13.64
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets511.05M
HRMDX vs MVCAX Comparison Chart in %
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HRMDX vs. MVCAX commentary
Oct 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 HRMDX is a StrongBuy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. HRMDX (511M). 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. HRMDX annual gain was more profitable for investors over the last year : -8.61 vs. MVCAX (-9.57). MVCAX return over 5 years is better than : 43.72 vs. HRMDX (26.02).
| 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 | 0.965 | 3.096 | 31% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 16.8B | 3% |
| Annual Yield % from dividends | 0.78 | 0.84 | 93% |
| Returns for 1 year | -8.61 | -9.57 | 90% |
| Returns for 3 years | 12.26 | 19.51 | 63% |
| Returns for 5 years | 26.02 | 43.72 | 60% |
| Returns for 10 years | 50.94 | 70.17 | 73% |
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