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HRMDX vs MVCAX
HRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAX
Heartland Mid Cap Value Investor
Price$13.07
Change-$0.60 (-4.39%)
VolumeN/A
Net Assets545.74M
HRMDX vs MVCAX Comparison Chart
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HRMDX vs. MVCAX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. HRMDX (546M). 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 annual gain was more profitable for investors over the last year : -4.31 vs. MVCAX (-4.59). MVCAX return over 5 years is better than : 96.65 vs. HRMDX (80.68).
| HRMDX | MVCAX | HRMDX / MVCAX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.17 | 1.00 | 117% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 1.485 | -1.369 | -108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 16.9B | 3% |
| Annual Yield % from dividends | 0.79 | 0.90 | 88% |
| Returns for 1 year | -4.31 | -4.59 | 94% |
| Returns for 3 years | 2.17 | 0.73 | 297% |
| Returns for 5 years | 80.68 | 96.65 | 83% |
| Returns for 10 years | 39.28 | 55.23 | 71% |
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