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HRMDX vs MVCAX
HRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAX
Heartland Mid Cap Value Investor
Price$14.59
Change-$0.13 (-0.88%)
VolumeN/A
CapitalizationN/A
HRMDX vs MVCAX Comparison Chart
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HRMDX vs. MVCAX commentary
Dec 19, 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 StrongSell and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. HRMDX (619M). 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 : 7.20 vs. HRMDX (6.85). MVCAX return over 5 years is better than : 32.46 vs. HRMDX (22.23).
| 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 | 6.899 | 5.872 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 17.7B | 3% |
| Annual Yield % from dividends | 0.64 | 1.16 | 55% |
| Returns for 1 year | 6.85 | 7.20 | 95% |
| Returns for 3 years | -6.56 | 5.74 | -114% |
| Returns for 5 years | 22.23 | 32.46 | 68% |
| Returns for 10 years | 53.94 | 68.25 | 79% |
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