HRMDX
Price
$12.79
Change
+$0.15 (+1.19%)
Updated
Apr 24 closing price
Net Assets
531.83M
MVCAX
Price
$28.60
Change
+$0.42 (+1.49%)
Updated
Apr 24 closing price
Net Assets
15.77B
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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$12.79
Change+$0.15 (+1.19%)
VolumeN/A
Net Assets531.83M
MFS Mid Cap Value A
Price$28.60
Change+$0.42 (+1.49%)
VolumeN/A
Net Assets15.77B
HRMDX vs MVCAX Comparison Chart
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HRMDX vs. MVCAX commentary
Apr 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: 15.8B vs. HRMDX (532M). MVCAX pays higher dividends than HRMDX: MVCAX (0.90) vs HRMDX (0.79). HRMDX was incepted earlier than MVCAX: HRMDX (10 years) vs MVCAX (24 years). HRMDX (1.17) 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 (-8.60) and MVCAX (-8.95) have marching annual gain over last year. MVCAX return over 5 years is better than : 59.24 vs. HRMDX (46.11).
HRMDXMVCAXHRMDX / MVCAX
Total Expense Ratio1.100.99111%
Annual Report Gross Expense Ratio1.171.00117%
Fund Existence10 years24 years-
Gain YTD-6.162-8.14976%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets532M15.8B3%
Annual Yield % from dividends0.790.9088%
Returns for 1 year-8.60-8.9596%
Returns for 3 years-3.26-4.0081%
Returns for 5 years46.1159.2478%
Returns for 10 years30.9145.3368%
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