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HRMDX vs MVCAX
HRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAX
Heartland Mid Cap Value Investor
Price$13.78
Change+$0.12 (+0.88%)
VolumeN/A
Net Assets532.59M
HRMDX vs MVCAX Comparison Chart in %
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HRMDX vs. MVCAX commentary
Sep 06, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HRMDX (533M). 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. MVCAX annual gain was more profitable for investors over the last year : -2.57 vs. HRMDX (-5.70). MVCAX return over 5 years is better than : 52.00 vs. HRMDX (31.95).
| 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 | 2.301 | 5.508 | 42% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 17.3B | 3% |
| Annual Yield % from dividends | 0.78 | 0.84 | 93% |
| Returns for 1 year | -5.70 | -2.57 | 222% |
| Returns for 3 years | 12.47 | 18.36 | 68% |
| Returns for 5 years | 31.95 | 52.00 | 61% |
| Returns for 10 years | 57.86 | 75.57 | 77% |
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