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HRMDX vs MVCAX
HRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAX
Heartland Mid Cap Value Investor
Price$14.93
Change-$0.08 (-0.53%)
VolumeN/A
CapitalizationN/A
HRMDX vs MVCAX Comparison Chart
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HRMDX vs. MVCAX commentary
Nov 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. HRMDX (650M). MVCAX pays higher dividends than HRMDX: MVCAX (1.16) vs HRMDX (0.64). HRMDX was incepted earlier than MVCAX: HRMDX (10 years) vs MVCAX (23 years). HRMDX is a more actively managed with annual turnover of: 84.00 vs. MVCAX (19.00). HRMDX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. HRMDX (14.83). MVCAX return over 5 years is better than : 49.25 vs. HRMDX (27.78).
| HRMDX | MVCAX | HRMDX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 8.424 | 17.801 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 17.9B | 4% |
| Annual Yield % from dividends | 0.64 | 1.16 | 55% |
| Returns for 1 year | 14.83 | 26.84 | 55% |
| Returns for 3 years | -8.53 | 8.55 | -100% |
| Returns for 5 years | 27.78 | 49.25 | 56% |
| Returns for 10 years | 56.75 | 78.64 | 72% |
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