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HRMDX vs MVCAX
HRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAX
Heartland Mid Cap Value Investor
Price$13.40
Change+$0.09 (+0.68%)
VolumeN/A
Net Assets571.5M
HRMDX vs MVCAX Comparison Chart
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HRMDX vs. MVCAX commentary
Jun 10, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. HRMDX (572M). MVCAX pays higher dividends than HRMDX: MVCAX (0.89) vs HRMDX (0.81). 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 (-3.61) and HRMDX (-3.62) have marching annual gain over last year. MVCAX return over 5 years is better than : 46.20 vs. HRMDX (28.40).
| 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 | -1.188 | -1.043 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 572M | 16.8B | 3% |
| Annual Yield % from dividends | 0.81 | 0.89 | 90% |
| Returns for 1 year | -3.62 | -3.61 | 100% |
| Returns for 3 years | 7.43 | 8.95 | 83% |
| Returns for 5 years | 28.40 | 46.20 | 61% |
| Returns for 10 years | 36.52 | 55.22 | 66% |
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